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At CAM, we focus on engaging the needs of our clients to increase the quality of their life.

Out of desire to be a true advocate for the ongoing needs of our clients, CAM was founded in 2017 as a fee-only independent advisory firm. We are committed to creating an advisory firm of excellence based on quality, integrity, and timely access to extraordinary financial advice. We strive to ensure there will be adequate time to listen to our clients, to think critically, to problem solve, and to collaborate with leading financial experts across the industry.

Marc Jimenez, CFA, CFP®

Wealth Advisor, Managing Principal, and Chief Investment Officer
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Sarah Contino, CFP®

Wealth Advisor and Investment Advisor Representative
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Alyssa Calhoun, CFP®, MBA

Director of Client Communications & Associate Wealth Advisor
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Your Path Is Unique

Our Values

Help who you care about most

Fostering an altruistic attitude in one’s life

Commitment to lifelong learning

Focus on what’s important to you

How can we help you?

Now that you know a little about us, learning more about you and your needs is of utmost importance to us.