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Our Team

Meet Camarda Wealth’s Real Wealth Leaders

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. 

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A Passion for Family Wealth

Dr. Jeffrey M. Camarda, PhD, CFA®, EA

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…
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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 fiduciary/fee-only status…
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Lou Vrcelj, CFP®

Partner & Chief Private Fiduciary Portfolio & Wealth Advisory Officer (PWA)
Lou brings over a decade of experience in financial planning, with a strong foundation in both domestic and international markets. A graduate of Jacksonville University with a degree in Finance, Lou began his…
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Ashley Howard, IACCP® Chief Compliance Officer & Human Resources Director

Ashley Howard, MBA, IACCP®

Chief Compliance Officer

 

Ashley has been Camarda’s Chief Compliance Officer since joining the firm in 2019. With nearly twenty-five years of experience in the financial industry, she brings a wealth of knowledge and leadership to the…
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Joyce Eason Senior Portfolio Accounting / Trading Specialist

Joyce Eason

Partner, Senior Portfolio Accounting, & Trading Specialist
As a vital link between client asset custodians and the firm’s financial advisors, Joyce plays a crucial role at Camarda Wealth as Portfolio Accounting and Trading Specialist. With over 30 years of experience,…
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Our Advisors & Support Staff

Anna Wunderlich, CFP®, AWMA®, CRPC®

Private Fiduciary Portfolio & Wealth Advisory Officer (PWA)

Corey Oliver,

Private Fiduciary Portfolio & Wealth Advisory Officer (PWA)

Dylan Camarda

Fiduciary Investment & Wealth Advisor (FIWA)

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Forrest Knopps,

VP Wealth Management

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Robert Strange,

VP Wealth Management

Thomas Razzano Senior Business Development Officer

Thomas Razzano,

Senior Business Development Officer

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Adrian Carmenate,

Chief Technology Officer

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Sheila Lawrence,

Director of Administration

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Niklas Brusen,

PWA Associate

Interested in joining our team? Learn more & submit an application on careers page here

*The reviews shown are from actual clients of Camarda Wealth Advisory Group.  No client was compensated for providing a review, and there are no material conflicts of interest related to the client-adviser relationship. These reviews are a selection of positive client experiences and may not reflect the views of all clients or reviewers.  The full list of reviews – including those from both clients and non-clients – can be viewed here: Reviews. This content is provided for informational purposes only and should not be considered investment advice or an endorsement of any particular investment strategy. All investing involves risk, including the potential loss of principal, and there can be no guarantee of future performance or success.