Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®
Chairman & CEO
Kim Campbell
Business Consultant
Gabe Muller
Chief Operating Officer
Mark Wagner, CFA®
Director of Investments
Evan Beach, CFP®, AWMA®
Director of Wealth Advisory
Meghan Lusk, CFP®
Director of Wealth Management
Phil Wolf
Director of Finance
Mirela Tsai
Director of Marketing
Rick Baray, CFA, CFP®, MBA
Wealth Manager
Melanie Bennett
Administrative Associate
Nakia Brown
Client Service Associate
Whitney Burches
Client Service Associate
Rich Clement, CFP®
Senior Wealth Manager
Mani Grant, MSc
Wealth Management Associate
Ben Hanson
Transitions Associate
Betsy Hanson
Senior Operations Manager
Tyler Frech, CFP®
Senior Wealth Manager
Melanie Kahrs, CFP®
Wealth Manager
Carol Opiela
Event Coordinator
Tyler Phelps
Relationship Liaison
Jake Rawlings, CFP®
Wealth Advisor
Michele Reichel, FPQP
Wealth Management Associate
Eugene Shpikaloff
Trading & Investments Associate
Nate Tonsager
Trading & Investments Associate
Regina Tripoli
Administrative Associate
