PROFESSIONAL PROFILE
Cameron Staley, Andrew Wilson, & John Ursu
www.artemiswealthadvisors.net
Cameron has over nineteen years of experience in the financial services industry. Currently, he serves as a Co-Founder and Managing Partner of Artemis Wealth Advisors - working directly with clients to develop a cohesive plan focused on their most complex financial goals and needs in a manner that they can both understand and execute on. Cameron’s comprehensive approach allows him to provide personalized investment guidance and financial planning solutions, with the goal of creating value driven, long lasting relationships. Prior to co-founding Artemis Wealth Advisors, Cameron served as a Managing Partner at Millennium Wealth Management, Director of Relationship Management at StreamSong Advisors, as well as Vice President and Senior Relationship Manager at PNC Bank’s Wealth Management group in Troy, Michigan. Cameron has a Bachelor of Business Administration in Finance from Kennesaw State University. He holds the Series 7 with LPL Financial and the Series 66 with Private Advisor Group.
He is married to his wife, Jennifer and they have two children together. His daughter Bianca is a freshman at Michigan State University and his son Christian is in 8th grade at Van Hoosen Middle School. Outside of work, Cameron enjoys spending time with his family – especially traveling together to their favorite vacation spots in Hawaii and Michigan’s Upper Peninsula. He and Jennifer also enjoy supporting their kids’ various academic and athletic endeavors. Cameron loves to golf and is active within the youth group of his church.
Andrew is a graduate of the University of Cincinnati where he holds a Bachelor of Arts degree from the McMicken College of Arts and Sciences. In addition, Andrew's professional designations are numerous. In 2008 Andrew received the CERTIFIED FINANCIAL PLANNER™ designation, CFP®. To hold the CFP® designation one must have passed the comprehensive CFP® Certification Examination, is held to rigorous ethical standards and has completed extensive training and experience requirements. In 2009 Andrew received the Chartered Financial Consultant designation ChFC®. Each ChFC® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken 9 or more college level courses on all aspects of financial planning from The American College, a non-profit educator with the highest level of academic accreditation. In 2012 Andrew received the Chartered Life Underwriter designation CLU® (The CLU® is one of the highest level designations available in the life insurance industry).
Andrew spends the majority of his free time with friends and his wife Mary and two daughter's Lauren and Ellie. His wife Mary is an accomplished Chef, owning and operating her own catering company while his oldest daughter Lauren lives in Columbus, Ohio after graduating from The Ohio State University. Andrew’s daughter Ellie will be entering her Junior year at Michigan State University where she is majoring in Supply Chain Management.
Andrew J. Wilson CFP®, is a Financial Advisor specializing in complex investment management and planning issues for wealthy families and individuals. Andrew is responsible for analyzing, identifying and monitoring potential risks and investment opportunities based on each individual or families goals and objectives. Prior to joining Millennium Wealth Management, Andrew spent nearly 21 years with Fidelity Investments, with the last ten as a Vice-President in Fidelity’s prestigious Private Client Group. In this role, he was responsible for implementing asset management techniques and uncovering financial planning opportunities for nearly 400 clients with high net worth.
John is a seasoned financial advisor with over two decades of expertise in the world of finance. With a passion for helping clients achieve their financial goals and secure their futures, John has built a reputation for providing strategic and personalized financial guidance. Throughout his career, he has successfully navigated the complexities of investment management, retirement planning, and wealth preservation. His deep knowledge of the ever-changing financial landscape, combined with his commitment to client satisfaction, has earned him the trust and respect of a diverse clientele. John's mission is to empower individuals and families to make informed financial decisions and thrive financially.