Cam Mcclellan is a financial advisor at Palisade Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ailsa Capital Inc, Omni Investment Advisors Inc, and Foothill Securities, Inc. Palisade Wealth Management offers discretionary investment management primarily to individual clients, using a quantitative approach informed by Modern Portfolio Theory to tailor portfolios that include equities, fixed income, ETFs, mutual funds, and cash based on clients’ financial situations and tax considerations.

Phillip Sharp is an Investment Advisor Representative at Palisade Wealth Management with one year of industry experience. Prior to transitioning into financial advising, he held roles at Google and Glance Networks. Outside of his advisory work, he is the creator and sole proprietor of scripturefix.com, an e-commerce business. Palisade Wealth Management provides customized, discretionary investment management primarily for individual and high-net-worth clients, focusing on publicly traded equities and fixed-income securities. The firm constructs portfolios with a medium- to long-term orientation tailored to clients’ specific financial situations and uses quantitative portfolio-optimization models.

Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has been working at Jacobs Equity since 2009. In addition to financial advising, he occasionally provides tax-related legal services to individuals and businesses. Palisade Wealth Management offers customized discretionary investment management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs asset allocation strategies based on Modern Portfolio Theory and uses quantitative models to tailor medium- to long-term portfolios considering each client’s financial and tax circumstances.