Cameron Woodbury

Cameron Woodbury is an estate planning associate with more than 14 years of experience making sure assets, titling, and beneficiary designations line up with the estate documents. Born, raised, and still residing in the High Desert, he has a deep connection to the community he serves. He holds a Bachelor of Arts in Administration with a concentration in Financial Planning from California State University, San Bernardino, and a Master of Investment Management and Financial Analysis from Creighton University.

A trust is only as good as the assets inside it, and the funding work — retitling accounts and property, correcting beneficiary designations, coordinating life insurance and retirement accounts with the trust — is where most plans quietly fail. Cameron excels in walking clients through the thought process of the tax-planning nuances that come with it, from how a beneficiary designation is titled to how it interacts with the rest of the plan.

Having begun his career in an entry-level support role and grown through nearly every part of client service, Cameron brings a well-rounded, responsive approach to families in the middle of hard decisions. He works to understand each client's circumstances first, then makes sure the financial side of the plan matches what the documents say should happen.