|Indicate the degree to which you agree or disagree with the statements below.|
Kelly Campbell, founder and CEO of Campbell Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Mutual Fund Counselor, Accredited Investment Fiduciary with 21 years of financial planning experience, and author.
Kelly is a well-known, highly regarded professional in individual financial planning, retirement planning, cash flow analysis, asset allocation, money manager strategies, tax review, and estate planning. He is licensed to work in Virginia, Maryland, Washington D.C., Pennsylvania, Delaware, New Jersey, North Carolina, Florida,
Additionally, Kelly is a member of the INOVA Health System Foundation board, as well as the Executive Alliance Group for CEOs. While Kelly enjoys boating and running marathons in his spare time, his greatest pleasure is returning home to Mason Neck after a hard day’s work, to be greeted by his wife and three children.
Kelly provides strategic direction for the firm, and is the public face of Campbell Wealth.
Tyler is on our client services team. Tyler has over 25 years of experience advising high net worth families on their finances. His experience includes working as an Investment Strategist for a large trust company and as a Financial Planner for a registered investment advisor.
Tyler graduated from Hamilton College and is a CERTIFIED FINANCIAL PLANNER™. He also holds his Series 65 registration and insurance licenses.
He enjoys spending time with his family and is a huge Saint Louis Cardinals baseball fan.
He volunteers for the Arthritis Foundation and American Cancer Society. He has also been a guest speaker and mentor at Old Dominion University.
Tyler is responsible for financial planning, client services and review meetings.
An integral part of Campbell Wealth Management since its inception, Kim is Kelly’s wife and business partner. Kim has over 20 years of financial experience. After graduating from University of Maryland, Kim joined the public accounting firm of Deloitte and Touche in Washington DC. She then continued her experience by running the financial department of a publicly traded company. Kelly and Kim married in 1997, at which time Kim spent her time providing financial and business consulting to several small companies. While not working on the financial aspects of Campbell Wealth, Kim is busy raising their three children, Connor, Carter and Codie. Kim’s passions are horseback riding and golfing, and spending time with her extended family.
Rich Clement, a graduate of the University of Virginia, is a CERTIFIED FINANCIAL PLANNER™ Professional, with more than two decades of experience in the financial services industry. Over the years, he has assisted hundreds of clients by helping them identify their goals and objectives and encouraging them to take action to work towards those goals. He knows what works and what doesn’t work when it comes to achieving financial confidence and Independence. He firmly believes that financial success starts with a realistic vision combined with consistent action – regular communication and advisor consultation will keep everything on the right track.
Rich is the son of a U.S. Army officer and traveled the world before settling in the Alexandria area and eventually marrying his high school sweetheart. They have four children, ages 17 to 26, and have thoroughly enjoyed the hours and miles spent in support of their children’s activities. Now that driving duties are complete, Richard enjoys spending time with his wife Laura, training for the Army 10 Miler in October and exercising through the CrossFit fitness program.
Rich is responsible for client services and reviews and also works closely to administer the Wealth Mapping™ process for our clients.
Melissa is our new Client Relationship Manager. She has over 20 years’ experience working with families striving to grow and preserve wealth as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Melissa graduated from Dowling College with a BBA in Management and Leadership. She holds several financial designations as a life-long commitment to education about finance.
Mel is also a Divorce Financial Analyst; certified to assist in the equitable separation of family assets and income using the traditional participation model.
She is a board member of the McLean Estate Planning Council.
Mel is an avid runner who lives in Arlington with her teenage son and has a daughter that attends the University of Virginia.
Mark has 20 years of investment management experience working with high net worth and institutional investment clients. Mark holds the Chartered Financial Analyst ™ (CFA) designation, the industry’s most respected designation for investment management professionals. He has held positions as a Research Analyst, Director of Research and Portfolio Manager. These positions include experience with several large bank trust investment divisions including National City Bank, Fifth Third Bank, and Wintrust Financial, as well as a leading mutual fund company, Liberty Funds Group, and an ultra-high net worth family office, Bass Brother Trading. Mark has also worked as a Client Advisor with Wells Fargo Advisors and Merrill Lynch. Through his experience, Mark has refined his skills in constructing investment portfolios appropriate to client goals and risk tolerances.
Mark is a graduate of the University of Wisconsin and holds a Bachelor of Business Administration (BBA) in Accounting and Finance, and a Master of Science (MS) in Finance. While outside of the office, Mark enjoys spending time with his seven year old children, Nathan and Lauren, and wife Kathy.
Mark is a member of Campbell Wealth’s investment management team and responsible for the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation and trading. In addition, Mark has an active role in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.
Betsy has over 25 years of experience in client service and administration. For the last 5 years Betsy’s focus has been in the financial services industry. Betsy earned a degree in Business Administration from the University of Wisconsin-Oshkosh.
As a military spouse she has lived and worked in Denver, California, Hawaii, China and now lives in Maryland with her husband and two sons. Betsy enjoys travelling, reading a good book, gardening, cooking and spending time with friends and family.
Betsy is also the Quality Control Manager of Campbell Wealth ensuring that all paperwork and procedures are consistent and meets both internal and external requirements.
Aleta comes to Campbell Wealth with 25+ years of experience in the financial services industry. Early in her career, she earned her MBA in Finance and achieved multiple professional licenses.
In her role as Client Services Specialist, Mellon manages a variety of responsibilities, including: preparations for client review meetings, and assisting in maintaining and enhancing client relationships.
She has various types of experience assisting clients in planning and working towards their financial goals. Aleta has held numerous positions during her career, notably, in retail banking and serving as a Financial Advisor with independent firms and multinational corporations. Mellon is committed to helping others understand the principles of financial management. She regularly presents educational seminars, teaches money management classes and offers her expertise in her volunteer work with churches and other non-profit organizations.
She has a passion for people and enjoys travelling around the world and experiencing other cultures. Aleta is a native of Virginia, but now resides in Maryland with her two sons, Matthew and Brenden, and their Schnauzer, Mylo.
Aleta benefits you by setting up and necessary preparations for client review meetings, answering questions, and supporting the CWM client service’s team by maintaining and enhancing client relationships.
Evan is a graduate of the University of Delaware’s school of Business and Economics.
He got his start in the Wealth Management industry straight out of school with ING Financial Partners. In 2014 he was the number one ranked advisor of 240 at McAdam based on revenue. After spending six years with the same firm, Evan joined Campbell Wealth Management in 2015.
Evan is known for his knowledge of the planning issues that arise in retirement including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues. Evan is frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, U.S. News and World Report, amongst others.
Making further education a priority, at the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20’s as of 5/31/15 as named by the CFP® Board. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor- An industry designation awarded to those with specific planning knowledge for high net worth individuals and small businesses.
Evan is actively involved in the financial planning community. He is a member of the Financial Planning Association, National Capital Area. When he isn’t working with clients, Evan loves playing soccer and traveling internationally. He lives on Capitol Hill, with his wife, Ali, and dog, Tenley.
Tim comes to the Campbell Wealth Management team from the Financial Industry Regulatory Authority (FINRA), where he managed a team of analysts who conducted trading and compliance investigations. Prior to his time at FINRA, Tim processed alternative investment transactions for clients at Stifel Nicolaus, and monitored margin trading activity for clients at Wells Fargo Advisors.
Tim is a graduate of Washington University in St. Louis where he received his Bachelor’s degree in Finance in 2009, and of American University, where he received his Master’s degree in Finance in 2014. In addition, Tim is a 2016 Level III Chartered Financial Analyst Candidate.
While out of the office, Tim enjoys traveling, home improvements, and spending time with his wife, Sara, and their cat, Annie.
Tim will contribute significantly to enhancing the depth and responsiveness in our portfolio management to better serve our clients’ needs. We are confident you will greatly benefit from his efforts.
K.J. comes to Campbell Wealth Management with nearly 20 years of experience in the financial services industry. She attended Morgan State University and has earned several professional licenses. Before joining CWM, K.J. spent six years at Oppenheimer & Co. Inc. as a Senior Financial Associate providing full administrative support and serving as the client liaison.
Her professional background includes establishing client service models, stock option administration, estate and trust evaluations, and event planning.
K.J. resides in Maryland with her two daughters, Amber and Jade. She is a die-hard Washington Redskins fan and active Girl Scout mom. She also participates in the women’s ministry at her church.
K.J. strives to create a concierge-like client experience.
As a member of the client services team, K.J. is responsible for assisting clients with any paperwork procedures, new account implementation and processing. K.J. also assists clients with any operational issues including but not limited to online access, account documentation, and distributions. K.J. enjoys building relationships with clients when they call the office, at an event, or when they come to the office for a review meeting.
Faith comes to Campbell Wealth Management with 20+ years of experience in the financial services industry. She holds a Bachelor of Science degree in Business Management.
In her role as Operations Support Specialist Faith has a variety of responsibilities, including: coordinating the smooth conversion of the company’s CRM, and ensuring that all aspects of our billing process run smoothly and accurately.
She is passionate about customer service, and in her career, she has held numerous positions including client service specialist, client service supervisor, case manager working directly with DC Government 401(a) and 457 retirement plans, to name a few.
Faith is a native of San Francisco, CA but now resides in northern VA with her husband.
When she isn’t working with clients or assisting other members of the staff, she loves reading, cooking, traveling, and skiing.
Amy joined CWM as a Client Services Coordinator in 2013 and now heads our transition team as Senior Transition Associate. Amy is responsible for the processing of all required transition paperwork and strives to make the onboarding process as seamless as possible. She joined CWM after working in the compliance department of Monument Wealth Management, where she assisted in updating compliance procedures and documentation.
Amy earned her Bachelor’s degree in Psychology from the University of Arizona in 2005. Originally from Arizona, she relocated to Virginia in 2008. When she is not assisting you with onboarding your accounts, she enjoys running, amateur photography and museums.
Amy directs the handling and processing of all the required transition paperwork, making the on boarding as seamless as possible.
Kimberly earned her Bachelor’s Degree from Johnson & Wales University in Providence, RI, with a focus on Communications, Meetings and Event Management. She entered the financial services world as a teller for Bank of America; a position she held while completing her education. She recently relocated from Boston, MA, to begin a new phase of her career and professional growth, and joins Campbell Wealth Management to enhance our education and outreach programs.
Kimberly plans and manages Client Appreciation Events and Educational Seminars. She is also developing a speakers bureau to raise awareness about the importance of retirement planning.
Ali came to us from Silicon Valley in Northern California where she was a receptionist at Apple headquarters. Ali earned her Bachelor’s Degree in Public Health at Brigham Young University.
Being a first timer on the east coast, Ali is excited for the sites, landmarks, and new adventures it will bring. She is passionate about health and nutrition and lives in Alexandria with her husband Josh.
How Ali Benefits You
As the first impression specialist, Ali’s smiling face is the first one you’ll see when you visit the Campbell Wealth office. Ali is also likely the person you first speak to when you call our office. Ali is here to ensure your visit is more enjoyable with her positive attitude and great communication skills.