• 515.480.7593
  • Financial Advisor in West Des Moines, IA
Facebook Twitter Linkedin Youtube

OUR TEAM

Empowering You with Confidence to Meet Your Financial Goals

Cameron McCarty

Founder & Advisor

Cameron is a third generation financial professional and lifelong Iowa resident. He implements the highest level of integrity, work ethic, and professionalism to help retirees succeed, following in his grandfather’s footsteps after he founded Brokers International in 1955. Cameron, as founder and president of Vivid, focuses on helping his clients implement tax-saving strategies to preserve their retirement and safe-guard their financial legacy.

Cameron is a SmartVestor Pro and Ramsey Trusted. He follows Dave Ramsey’s common-sense approach to investing and debt control. Cameron is committed to educating and teaching his clients how their money works and creating a positive foundation for retirement. In the media, Cameron makes monthly TV appearances speaking on timely topics that impact everyday Americans.

Cameron, his wife, Kara, and their children live in Waukee, IA, and spend much of their time with family, traveling, and sporting activities.

Kara McCarty

Founder & Managing Director
LEarn More

Thomas Breitbach, CFA

Investment Officer & advisor
LEarn More

Caitlyn Hestness

Client Relations Manager
Learn More

Michelle Kopacek

Business Support Specialist
LEarn More

Shera Erickson

Executive Assistant
LEarn More

Steve Burgett

Health Insurance Consultant
LEarn More

Debbie Taylor

EA
LEarn More

Matthew Bollman

Attorney
LEarn More

Want to meet with us?

Our One-On-One Visits are Complimentary.

schedule a visit
As a financial planning and tax advisory firm in West Des Moines, IA, our primary focus is to understand your current situation and future goals, review each situation for the impact on taxes, and provide personalized opinions that are designed to achieve long-term investment results.

©Vivid Tax & Wealth Advisors
All rights reserved.
Privacy Policy

Contact Us

  • +1 515.480.7593
  • info@retirevivid.com
  • Vivid Tax & Wealth Advisors
    2600 Westown Pkwy, Ste. 150
    West Des Moines, IA 50266

Links

Disclosure

ADV-Part 3 CRS
ADV Part 2A

Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.

© 2022 Vivid Tax & Wealth Advisors. Check the background of our financial professionals on SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov

Vivid Tax & Wealth Advisors’ website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vivid Tax & Wealth Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Vivid Tax & Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Kara McCarty

Founder & Managing Director

Kara grew up in eastern Iowa and attended the University of Iowa where she earned her B.A. in Journalism and Mass Communication & Spanish. After moving to West Des Moines, Kara fine-tuned her marketing and writing skills at Wells Fargo Home Mortgage, Farmers Mutual Hail Insurance Company of Iowa, and John Deere Financial.

After meeting Cameron, the pair began Vivid together and married in 2015. They currently reside in Waukee, IA where they raise their four children.

Thomas Breitbach, CFA

investment officer & wealth advisor

Tommy serves as an Investment Officer and Wealth Advisor for our West Des Moines office and has been with the company since August 2022. His responsibilities include managing investment portfolios and assisting clients during their retirement process. Tommy has worked in the financial industry for over 8 years and holds the Chartered Financial Analyst® designation, making him a great addition to our team.

Tommy currently resides in Granger with his wife, Jamie, and their three children. In his limited free time between kid’s activities, Tommy enjoys golfing and working on home projects.

Caitlyn Hestness

CLIENT RELATIONS MANAGER

Caitlyn is the Client Relations Manager for our West Des Moines office and has been with the company since May 2018, after attending Iowa State University. Caitlyn’s responsibilities include coordinating educational events, scheduling news and press interviews, and assisting with client on-boarding and servicing. She is passionate about ensuring everyone who walks through our doors has a positive experience.

Born and raised in the Des Moines metro, Caitlyn currently resides in Altoona, IA with her two dogs, Duncan and Sampson. In her free time, Caitlyn enjoys indulging in reality TV, interior decorating, and reading poetry books.

Michelle Kopacek​

business support specialist

Michelle started working at Vivid in May 2021 after graduating from Iowa State University. She serves as our firm’s Business Support Specialist where she assists in preparing files, processing documents, and working with various custodians to complete client requests in a timely manner. Michelle's communication and attention to detail ensures a smooth transition for our clients.

Born and raised in the Des Moines metro, Michelle currently resides in West Des Moines with her husband, Lance, and their two cats, Corra and Milo. In her free time, Michelle enjoys spending time with friends and family, reading, and traveling.

Shera Erickson

Executive Assistant

Shera started working at Vivid in 2022 and is the Executive Assistant for our firm. Shera’s tasks include scheduling appointments, updating client files, and building relationships with clients on the phone and in the office. She uses her many talents to keep our office running smoothly.

Born and raised in the Des Moines metro, Shera currently resides in Des Moines and attends Upper Iowa University to obtain a bachelor’s degree in business administration. When Shera is not at work, you can find her spending time outdoors with friends or binging her favorite TV shows.

Steve Burgett

HEALTH INSURANCE CONSULTANT

Steve is a retired educator after 31 years as a teacher, principal and supervisor in Urbandale, Des Moines, and Simpson College. He also has over 14 years of experience in the insurance and financial services industry.

Steve holds the National AHIP Medicare Certification and helps clients make sense of their Medicare Supplement and Medicare Advantage options so they can choose the plan that best meets their particular needs and goals.

Steve and his wife, Esther, live in Des Moines and enjoy gardening, raising backyard chickens, biking, traveling, volunteering, and spending time with their 3 granddaughters.

Debbie Taylor

EA

Debbie has been a tax associate for 14 years with extensive experience in individual tax preparation and tax consulting. She has successfully handled a wide range of IRS audits and taxpayer inquires, working with the taxpayer and IRS to achieve positive results.

Debbie and her husband, Ken, have 5 children and 7 wonderful grandchildren. In her spare time Debbie enjoys spending time with her family, playing golf and reading.

Matthew Bollman

ATTORNEY

Matt grew up in northeast Iowa, and graduated from the University of Northern Iowa with a degree in Economics in 1995. He then attended the University of Denver, College of Law and graduated with a Juris Doctor in 2000. He moved to Seattle, WA, and then to Phoenix, AZ. Matt and his family moved back to Ankeny in 2008 to return to the family environment Iowa provides.

Matt’s practice focuses on estate planning, probate/trust administration and elder law. He often lectures to the public and to professional groups.

Matt’s professional affiliations include: WealthCounsel; ElderCounsel; National Academy of Elder Law Attorneys (NAELA); Iowa Bar Association; VA Accredited Attorney; Elder Law Answers.