Senior Family Wealth Director
Looking for a new challenge, Cameron connected with his friend John Christensen, who invited Cameron to join his financial planning practice, which fed Cameron’s passion for helping others. Under John’s mentorship, Cameron obtained certifications as a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Exit Planning Advisor (CEPA). Cameron has served as a Family Wealth Director at Keel Point for the past eight years, working directly with families as a trusted advisor to provide individualized financial planning solutions. Throughout his career in financial planning, Cameron has found great satisfaction guiding families through financial complexities to their best possible outcomes.
Today, as a Senior Family Wealth Director and Founder at StoryOne Family Office, Cameron works side by side with families and business owners, combining comprehensive industry knowledge with a nuanced understanding of his client’s unique dynamics, to provide stewardship of their wealth in a way that is aligned to their vision and goals. His approach focuses on truly understanding his clients’ beliefs, values and mission on a deeper, more holistic level, in order to develop individualized strategies that align with their unique stories.
Cameron and Andrea live in Roeland Park, KS with their children Ozias, Cedar, Townes and Dwell. You can still find Cameron and family seeking adventure on their bikes and snowboards.
CEO and Senior Family Wealth Director
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Family Wealth Director
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