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Cameron works with individuals and families who are excited to gain a better grasp on their financial future and prepare for a confident retirement, a well-funded college education, or a durable investment portfolio.
He became a financial advisor to have a meaningful impact on people’s lives by providing them a means of achieving their financial goals, and he has found that, through hard work and a positive attitude, it’s possible to attain a sense of financial security.
Cameron grew up in a small town in Wisconsin, but he moved to Iowa to attend The University of Iowa Tippie College of Business. He graduated with his Bachelor of Business Administration with a focus on finance. Although he was a general finance major, he always had a special interest in investments.
He loves to spend time with friends and family, especially playing the latest video game. He is also a big sports fan, whether it’s playing basketball and golf or watching college and NFL football.
- Bachelor of Business Administration with a finance focus from the University of Iowa
- FINRA Series 7 and Series 66 registered
- Life and Health Insurance licensed
Cameron works in partnership with Bill Montag out of North Star’s Iowa City office. All Cameron’s advice and guidance come from the mentoring of Bill, who lends his 20+ years of experience helping people reach financial confidence to all Iowa City clients.
Comprehensive fee-based financial planning
Rather than pairing you with a templated strategy, Cameron takes time to listen and understand your specific financial goals, and from there he establishes a sound financial plan that gives you confidence now and for the future.
Take steps to a more secure financial picture with an investment strategy that puts you first. With the resources at North Star, Cameron can help you manage diversified investment accounts including IRAs, annuities, stocks, bonds, ETFs, and much more.
Education funding strategies
You have many options available to you for funding a loved one’s college education. Cameron can help you manage the benefits and drawbacks of college savings and investment accounts, including 529s.
Prepare to retire with confidence. Cameron can help coordinate your employer’s plan with independent retirement funding options and create a contribution strategy that will help you experience the retirement you dreamed of.
Wealth management and accumulation
Cameron can help you manage the wealth you’ve worked so hard to build. Whether it’s investing, protecting against adversity through insurance, or planning to pass down financial confidence to the next generation, Cameron and the North Star specialists can help you at every step.
Cameron is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.