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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.