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Our Team

An Independent Firm Focused on You

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.

"I am passionate about providing my clients with independent, comprehensive advice to help them achieve their financial goals."  — Mark Herding

Meet Our Team

Mark Herding, CFP®, RICP®, CMFC®, LUTCF

Financial Advisor

mherding@investcwc.com

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 Counselorâ„ , and Life Underwriter Training Council Fellow. He graduated with a bachelors 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 coaching youth sports and is a member of the ASU Alumni Association and the Brophy College Prep Dad's club.

William Herding

Financial Advisor

wherding@investcwc.com

Will joined Camelback Wealth Consultants in January of 2021. Before joining Camelback Wealth Consultants, he was a software engineer. Will’s technology background will help Camelback Wealth Consultants maximize the utilization of software programs for clients including; Morningstar, MoneyGuide Pro, Riskalyze and Advisor Client. He is a Phoenix native, a proud Brophy Bronco and ASU Sundevil, who loves the Valley of the Sun. Will is steadfast in his commitment to providing the best experience for clients.

Will graduated from Arizona State University with a bachelors degree in Computer Information Systems. He currently holds FINRA Series 63, 65 and 7 licenses and is licensed for life insurance. Outside interests include: golf, gaming, outdoor sports, and spending time with family.

Carlie Newman

Office Manager

cnewman@investcwc.com

Carlie graduated with her Management degree from Walden University. Carlie has previous office manager experience in the Healthcare field. She is in charge of making sure the office is running smoothly, answering the phones, client transitioning, account managing and scheduling client meetings. Carlie enjoys playing sports, traveling, and hanging out by the pool with friends. Anything you might need; Carlie will be happy to help!