Our Team
An Independent Firm Focused on You
Camelback Wealth Consultants, a comprehensive Financial Planning and Asset Management Firm. Trusted Advisors striving to simplify your financial life. Our advisors are affiliated with one of the most respected independent broker-dealers in the industry and are truly objective in the advice and products we offer our clients. You may not have the time, desire, or expertise to properly plan and manage certain financial aspects of your life. At Camelback Wealth Consultants, we strive to provide exceptional service and to make a difference in the lives of our clients.
Mark Herding, CFP®, RICP®, CMFC®, CEPA
Financial Advisor
Mark offers over 25 years of financial industry experience, providing comprehensive retirement income planning. He is dedicated to helping his clients fulfill their financial goals and works closely to determine their personal needs in order to develop customized strategies. Mark values independence and deeply respects hard work.
Mark is a CERTIFIED FINANCIAL PLANNER™ professional, Retirement Income Certified Professional, Chartered Mutual Fund Counselor℠, and Certified Exit Planning Advisor. He graduated with a bachelor's degree in Finance from Arizona State University and an MBA from Grand Canyon University. Mark currently holds FINRA Series 7, 24, 63, and 65 licenses. He enjoys traveling with his wife, hiking in northern Arizona, and being a Sun Devil football season ticket holder.
Leah Caceres
Platinum Client Services Representative
Leah is a dedicated professional with over six years of experience at Camelback Wealth Consultants, complimented by a background in sales, banking, and healthcare. She holds a bachelor’s degree in business management and marketing and is a licensed life insurance professional. Originally from Queens, New York, she took a 5.5-year detour to sunny Arizona before moving back to New York to be with her husband.
A dedicated wife and mother, she enjoys cooking, baking, and creating memories with family and friends. An enthusiastic gym-goer, Leah maintains an active lifestyle while consistently pursuing excellence in bother her personal and professional endeavors.
Megan Wells
Finance Assistant
Megan comes to us with six years of experience at Charles Schwab, where she specialized in operations and banking. She holds her Series 7, 66, 9, and 10 licenses, and brings a strong foundation in client service and financial operations to our firm.
Outside the office, Megan enjoys drawing, sewing, and dancing. She also cherishes time spent with her dogs, friends, and family.
Spencer Smithbaker
Associate Financial Advisor