We believe tax planning is more than just a once-a-year event—it’s an ongoing process that can help you maximize savings and minimize surprises. Our mission is to provide personalized tax planning and preparation services that go beyond simply filing your return. We take a proactive approach, working with you year-round to identify strategies that align with your financial goals and ensure you’re making the most of every opportunity. Whether you need basic tax preparation, strategic tax planning, or a comprehensive financial plan, we’re here to help you navigate the complexities of taxes with confidence and clarity.
Cameron is an advisor with years of experience in the industry. Born, raised, and still residing in Apple Valley, Cameron holds a Bachelor of Arts in Administration with a concentration in Financial Planning from California State University of San Bernardino and a Master of Investment Management and Financial Analysis from Creighton University. Cameron holds his CTEC, Series 7, Series 66, and Life Insurance licenses.
Outside of work, Cameron is actively involved in his community as a volunteer Little League coach. He enjoys anything related to baseball, going to the river, stand-up comedy, and spending time with his family and friends.
16191 Kamana Rd. Suite 202, Apple Valley CA 92307
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