About Vivid tax & wealth advisors

We Put Your
Best Interest First

The VIVID® Advantage

Does your financial advisor, tax professional and estate planning attorney collaborate as a team to manage your plan together? If the answer is no, shouldn’t the next question be…Why not?

Work with a Fiduciary

As Fiduciaries, we put your best interests first.
We are bound to serve the interest of our clients above all else. Always.

Third Generation

Our family has been providing financial services since 1955.

Cameron McCarty

Founder & Advisor

Cameron is a third-generation financial professional and lifelong Iowa resident. He places the highest value on integrity, work ethic, and professionalism to help retirees feel confident in retirement. He follows in his grandfather’s footsteps who founded Brokers International in 1955. Cameron, as founder and president of Vivid, focuses on helping his clients implement tax-efficient strategies to focus on their overall retirement plan and financial legacy.

Cameron is a talk show host on Retire Vivid helping people get retirement ready every weekend on ABC.

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

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Thomas Breitbach, CFA

investment officer & wealth advisor

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Shera Erickson

client services specialist

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Coy Snakenberg

Creative Director

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Kali Douglass

Marketing Coordinator

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Steve Burgett

HEALTH INSURANCE CONSULTANT

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Debbie Taylor

EA

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Matthew Bollman

ATTORNEY

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Our Mission

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 strategies that are designed with your long-term goals in mind.

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Disclosure

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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.

© 2024 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.

Nominations for the Des Moines Radio Group’s 2022 Des Moines People’s Choice Awards occurred from 1/9/2023 – 1/20/2023 with public voting from 2/6/2023 – 3/3/2023. Vivid Tax & Wealth Advisors was selected in the following categories: Wealth Management (18 contestants), Customer Service (46 contestants) & Financial Planner (9 contestants). Vivid Tax & Wealth Advisors did not pay to be recognized but has paid a onetime fee to use the award-winning logo for 5 years. The rating and award may not represent the experience of current or potential clients, does not imply special skill or expertise, nor guarantee future performance success or similar services. 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.

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 2022. His responsibilities include managing investment portfolios and assisting clients during their retirement process. Tommy has worked in the financial industry for over 9 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 kids’ activities, Tommy enjoys golfing and working on home projects.

Shera Erickson

client services specialist

Shera started working at Vivid in 2022 and is responsible for assisting clients with their accounts and building many relationships with them on the phone and in the office. She uses her many talents and experiences to keep our office running smoothly.

Born and raised in the Des Moines metro, Shera currently resides in Waukee 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 listening to her favorite artist, Taylor Swift.

Coy Snakenberg

creative director

Coy joined Vivid in 2023 and serves as the Creative Director where he leads the production of Vivid’s retirement show, Retire Vivid. Coy enjoys the behind-the-scenes action it takes to produce a weekly talk show and sharing Vivid’s story through engaging visual media.

Coy grew up in Oskaloosa, IA, where his passion for film developed in high school, while working at the local cinema and taking AV classes in high school. He attended the University of Iowa and graduated with a bachelor’s degree in Cinematic Arts while working as a student producer for Big Ten Network. Outside of work, Coy loves spending time with friends and family, enjoying all types of film, and rooting on the Iowa Hawkeyes.

Kali Douglass

Marketing Coordinator

Kali started at Vivid in 2023 as the Marketing Coordinator. She attended DMACC in Ankeny where she earned her AAS in Graphic Design. Kali manages the production of our TV show, Retire Vivid, and our social media presence. You'll see her at all of our client events, so be sure to say hello!

Kali currently resides in Beaverdale. She is working on renovating her first home. When she is not working on her house, she enjoys spending time outside in her garden and taking care of her cats.

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.