Kelly Campbell
CEO
Kim Campbell
Director of Finance
Mark Wagner
Director of Investments
Evan Beach
Director of Wealth Advisory
Mirela Tsai
Director of Marketing
Meghan Lusk
Director of Wealth Management
Rick Baray
Wealth Manager
Melanie Bennett
Administrative Associate
Nakia Brown
Client Service Associate
Whitney Burches
Client Service Associate
Jenise Clark
Digital Marketing Coordinator
Rich Clement
Senior Wealth Manager
Behtel Dawit
Transitions Coordinator
Tyler Frech
Senior Wealth Manager
Ben Hanson
Transitions Associate
Betsy Hanson
Senior Operations Manager
Katie Horner
Senior Wealth Management Associate
Melanie Kahrs
Wealth Manager
Barbara Mulvey
Senior Wealth Management Associate
Carol Opiela
Marketing Associate
Tyler Phelps
Marketing Relationship Coordinator
Jake Rawlings
Wealth Advisor
Eugene Shpikaloff
Trading & Investments Associate
Nate Tonsager
Trading & Investments Associate
Regina Tripoli
Administrative Associate
