Cami plays a key support role, helping our clients feel informed and cared for throughout their financial journey. Her focus is ensuring new clients transition smoothly to the Wealth Management CPAs team. She guides them through the onboarding process with care and attention so they can approach retirement confidently and with peace of mind. Cami holds a Life and Health insurance license, and is committed to continually growing her expertise to better serve the clients she works with.
Cami holds a bachelor’s degree from Utah State University and a master’s degree from Grand Canyon University. Before joining the financial services industry, she built her career in education. She is married to her high school sweetheart, and together they have four children, two daughters-in-law, one son-in-law and one granddaughter. After living in Minnesota, Florida, Colorado, and a second stint in Minnesota, Cami and her husband returned to Utah in 2024, settling in American Fork.
Outside the office, Cami is an avid reader and loves nothing more than time with family. Being near her adult children and extended family has been one of the great joys of her return to Utah. She also has a deep love for travel, exploring countries across Europe and beyond, including France, Switzerland, England, Ireland, Greece, Italy, Cozumel, Bimini, and India – always drawn to new cultures, architecture, and cuisine.