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Camarda Wealth Team

Meet Camarda’s Real Wealth Leaders

A Passion for Family Wealth

Jeff Camarda

Dr. Jeffrey M. Camarda

CEO & Chief Wealth Officer

PhD, CFA®, EA
Master of Tax Laws, Georgetown Law School

Jeff is passionate about his lifelong pursuit of advanced wealth and tax studies. He is driven to provide clients with uncommon wealth counsel to build and protect their family wealth. He’s an award-winning…
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Kim Camarda

Kim Camarda

Managing Partner
    Kim joined Camarda Wealth in 1999 and served as the firm’s Chief Compliance Officer and Chief Operating Officer for many years. She was instrumental in the firm’s pioneering conversion to full…
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CJ Camarda

Jonathan Camarda

Exec. VP – Wealth Management & Chief Investment Officer

CFA®, CAIA®, CMT®, CIMA®, CFTe®, CHP®, CPWA®, CFP®, ChFC®, CLU®, CFS®, CPEP®, CIBA®

Jonathan clearly is very passionate about advanced wealth knowledge. He’s specialized in building and preserving wealth for families and businesses since 1993. His experience in portfolio management, equity and bond markets, advanced estate…
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Ashley Howard, IACCP® Chief Compliance Officer & Human Resources Director

Ashley Howard

Chief Compliance Officer & Human Resources Director

IACCP®

A seasoned financial services professional with over 20 years of industry experience (beginning in 2001). Transitioning to a compliance officer role in 2014, Ashley’s journey began with dual Bachelor degrees in Banking &…
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Our Advisors & Support Staff

At Camarda Wealth Advisory Group, we understand that our employees are the heart of our business. Our team is dedicated to providing exceptional service and expertise to our clients. We strive to help our employees reach their full potential and achieve their professional goals, which in turn, benefits our clients.  

We’re proud of our team and their dedication to providing top-notch financial planning and look forward to the opportunity to work with you and help you achieve financial success. 

Joyce Eason Senior Portfolio Accounting / Trading Specialist

Joyce Eason,

Partner, Senior Portfolio Accounting, & Trading Specialist

Lou Vrcelj | Personal Wealth Advisor

Lou Vrcelj, CFP® 

Partner & Chief Advisory Officer

Brian Callahan, IAR 

Partner & Chief Sales Officer

Scott Clementi, IAR

EVP, Wealth Management

Corey Oliver,

Personal Wealth Advisor Associate

Anna Wunderlich,

Personal Wealth Advisor

Raymond Bast,

Personal Wealth Advisor Associate

Winter Bryant Executive Assistant / Accounts Payable

Winter Bryant,

Director of Administration

Deborah Gilbert,

Personal Wealth Advisory Administrator

Megan Huttula,

Director of Communications

Thomas Razzano Senior Business Development Officer

Thomas Razzano,

Senior Business Development Officer

Dylan Camarda,

Business Development Officer

Zetta Vigil,

Operations Associate

Coming Soon…

Chief Technology Officer

Interested in joining our team or internship program? Learn more on careers page here
Camarda careers page

Schedule Discovery Call Now

Discover Opportunities To Unlock Your Wealth Potential That Other Advisors Often Miss Or Simply Don’t Do.

REVIEW IMPROVEMENT OPPORTUNITIES SUCH AS:

-Portfolio protection tips        -Pay less income tax        -Avoid millions in estate tax        -Asset protection from lawsuits         

 -Estate/trust plan review       -Retirement plan overview & more

 

No strings attached. Get FREE expert guidance, a complimentary wealth improvement assessment, and a chance to explore us as a valuable resource for your family.