Camarda Wealth Team

Meet Camarda’s Real Wealth Leaders

A Passion for Family Wealth

Jeff Camarda

Dr. Jeffrey M. Camarda

CEO & Chief Wealth Officer

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…
Learn More
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…
Learn More
CJ Camarda

Jonathan Camarda

Exec. VP – Wealth Management & Chief Investment Officer


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…
Learn More
Ashley Howard, IACCP® Chief Compliance Officer & Human Resources Director

Ashley Howard

Chief Compliance Officer & Human Resources Director


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 &…
Learn More

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. 

David San Juan Executive Vice President, Wealth Management

David San Juan,

Exec. VP – Wealth Management

Peter Trice,

Exec. VP – Wealth Management

Troy Lerche, CFP®

Personal Wealth Advisor & Director of Wealth Management

Lou Vrcelj | Personal Wealth Advisor

Lou Vrcelj,

Personal Wealth Advisor

Deborah Gilbert,

Personal Wealth Advisory Administrator

Leslie Ventura

Portfolio Stress Test Analyst

Winter Bryant Executive Assistant / Accounts Payable

Winter Bryant,

Director of Administration

fee only financial advisor

Megan Huttula,

Director of Communications

Frankie Aponte,

Director of IT

Joyce Eason Senior Portfolio Accounting / Trading Specialist

Joyce Eason,

Senior Portfolio Accounting & Trading Specialist

Michelle Garcia,

Managing Business Development Officer

Thomas Razzano Senior Business Development Officer

Thomas Razzano,

Senior Business Development Officer

Maada Keili Business Development Officer

Maada Keili,

Business Development Officer

Dylan Camarda,

Business Development Officer

Barry Miles, Business Development Officer

Barry Miles,

Business Development Officer

Schedule Discovery Call Now