Planning Associate

Cameron joined Milestone Financial Planning, LLC in 2023 as an intern while completing his Bachelor of Arts in Finance at Saint Anselm College, and joined us full time in 2024 upon graduation. 

In his current role, Cameron supports the firm's comprehensive financial planning process, working closely with advisors to help develop and implement tailored strategies for clients. He is actively involved in meeting with clients, preparing analyses, maintaining client relationships, and ensuring a high level of service across all aspects of the planning experience. 

In 2026, Cameron earned the CERTIFIED FINANCIAL PLANNER™ designation, a rigorous certification that reflects his expertise in financial planning and his commitment to delivering thoughtful, client-centered advice while upholding the highest ethical standards. 

Cameron resides in Dover, New Hampshire, and enjoys staying active through working out and both playing and watching sports. Outside of work, he is an avid reader and values spending quality time with friends and family.