When making a phone call to the Engrave Wealth office, you are most likely going to be greeted by Cameron’s friendly, welcoming voice. With over five years of experience in customer service across multiple industries, he brings a courteous and professional touch to all client service needs, and executes them with efficiency and precision. Whether setting up a family trust account, sending a check for college expenses, or processing that crucial required minimum distribution before the end of the year, he treats each client contact as a personal interaction, not just a service ticket
Cameron graduated from Liberty University in 2015 with a BSBA focused in Project Management, and later earned the CAPM designation from Project Management Institute. Since joining the team at Engrave, he has become licensed under the Series 65 Investment Adviser Law exam, making him highly qualified to manage the day-to-day service operations of our team. He resides just south of The Woodlands, TX with his wife Brooke.