What do you enjoy most about wealth management?
Working with clients to understand their entire life, then helping them make the right financial decisions.
What’s the biggest challenge?
Choosing between wealth management firms can be confusing. But firms are very different. The challenge is helping each prospective client understand the differences and find the right firm…even if it’s not Aspiriant.
What do you love most about being part of Aspiriant?
The people. My colleagues are interesting and passionate. Our clients, too. They’ve all built businesses or families or contributed to the community in some powerful way.
What professional accomplishments are you most proud of?
Being a partner at Aspiriant. I am proud to own a company that is committed to leading our industry.
What quality of yours makes you best suited to do what you do?
I love listening to people tell their stories. That’s the root of providing great personal service.
How should people think about their wealth?
It’s there for them to enjoy, to create opportunities, to be generous with, but not to be a burden.
What do you love to do outside of work?
I love being a mom. I also love to be active and social. Yoga, paddleboarding, skiing, anything in water and snow.
What would you be doing if you weren’t at Aspiriant?
Teaching surfing in Costa Rica with my daughters and husband, of course.
Education and accreditations
- B.S. in Business Administration, University of Southern California (Go Trojans!)
- M.B.A., University of California, Los Angeles
Cammie joined Aspiriant in 2005, originally responsible for sales and marketing. In 2016, she was chosen to take the firm’s marketing direction to a higher level and lead a team of professionals on a variety of initiatives.
Cammie is a marketer at heart, working in a client-centric, fiduciary-focused firm, which means she is a listener, educator and advocate, first and foremost. Cammie is passionate about empowering our current and prospective clients by helping them navigate the murky waters of the industry to make informed decisions about their financial lives.
As the Chief Marketing Officer and a partner of Aspiriant, Cammie works to ensure consistency across the Aspiriant brand, highlighting the warmth, passion and forward-thinking approach we bring to wealth management. Her role spans across branding, digital, content, client experience, inbound marketing, automation and messaging. Cammie believes the Aspiriant secret needs to be shared with more people and looks to connect with the next client whose goals we can help them achieve.
Cammie earned a B.S. degree in Business from the University of Southern California and an M.B.A. from The Anderson School at University of California-Los Angeles.
Outside the office, Cammie spends time with her husband and two daughters. They are either enjoying their local environs or visiting family in Southern California, on the East Coast or in Ireland.