Broker Check



C. Cameron Bell, MAS, CFP

Executive Director

(301) 926-7276

(301) 926-0530

Cameron Bell is a Certified Financial Planner, licensed by the CFP. For more than 15 years, Cameron Bell has been committed to providing sound investment advice and the highest standards of customer service to his clients. Cameron...

Read more

Josh Zoldan, RP

Operations Manager

301-926-7276 ext 103


A native of San Diego, CA and graduate of the University of California at San Diego, Josh brings a western flair to Wealth Management Institute. As Operations Manager, Josh wears a lot of hats. Some of the man items he is responsible...

Read more

Kelly Pell

Client Services Manager

301-926-7276 ext 104


Kelly is the newest addition to the team and our Client Service Manager. She has a long career in fitness operations management, personal training and a current health coach. Now Kelly is here to help you keep financially fit! She...
Read more