Our Team
Tim Snodgrass
Partner
Tim Snodgrass, a Partner at Cameron Financials Holdings, oversees business development and reviews potential investment opportunities. He is also a founding partner of Axxcess Capital Partners, LLC, a boutique investment banking and advisory firm specializing in real estate, energy, and healthcare.
Before launching Axxcess, Tim was a founding partner and President of a national real estate investment firm that acquired over $1.6 billion in commercial real estate in eight years. He is also a founder and former President of the Alternative Direct Investment Securities Association (ADISA), previously known as the Real Estate Investment and Securities Association and the Tenant-in-Common Association (TICA), where he served as President from 2003 to 2006.
Tim is a founding member of the Certified Exchange Specialist® designation and a former member of the Certification Council. He has lectured extensively nationwide on Code Section 1031. Tim holds a Juris Doctorate and an LLM in International Taxation and Financial Services from Thomas Jefferson School of Law, a BA from San Diego State University, and Series 22 and 63 securities licenses as a registered representative of FINRA/SIPC.
Carmen Morrone
Carmen Morrone is the Founder and CEO of Blue Ocean Private Wealth and serves as a Wealth Manager and Tax Mitigation Strategist for high-net-worth clients. With over 30 years of experience, Carmen offers trusted advice to affluent individuals and families, specializing in tax-efficient investing and strategic wealth planning. He collaborates closely with clients’ CPAs and attorneys to deliver integrated, tax-optimized solutions. His expertise spans 1031 Exchanges, accelerated bonus depreciation, tax-efficient asset management, Roth IRA conversions, overfunded defined benefit plans, and retirement planning strategies.
Carmen partners with top third-party administrators to design custom pension plans for business owners, aiming to maximize contributions while reducing taxable income. He is a key figure in estate and multigenerational wealth planning, helping families structure trusts and portfolios for minimized estate and inheritance taxes and lasting legacy preservation. At Cameron Financial Holdings, he helps source and evaluate CPA firms for acquisitions and alliances and offers exclusive private equity investments for ultra-high-net-worth clients, combining differentiated portfolio solutions with tax-advantaged strategies.
As Chairman of the Strategic Advisory Board for Realta Equities, Carmen contributes to high-level investment initiatives. He holds the Registered Social Security Analyst (RSSA) designation, with training in tax strategy, global economics, and private equity. His early career in real estate appraisal and analysis, including work with Safra Republic Bank in New York and Miami, strengthened his understanding of real asset valuation’s role in long-term wealth building. Recognized as a financial quarterback, Carmen aligns every recommendation with his clients’ values and long-term goals, delivering measurable tax savings and helping them achieve clarity, confidence, and a lasting legacy.
Logan Snodgrass
VP, Operations
Logan Snodgrass serves as Vice President of Operations at Cameron Financial Holdings. Previously, he worked on internal consulting and strategy teams at Hulu, Peacock, and Slack. At Slack, Logan reported directly to the COO, focusing on international expansion, pricing and packaging, and corporate strategy.
He holds a BA in Economics from the University of Chicago and maintains Series 7 and 66 securities licenses as a registered representative of FINRA/SIPC.