We are Campbell Wealth Management
At Campbell Wealth Management, we create a sense of retirement certainty for our clients. Obviously, in personal finance, there will always be elements of unpredictability. Our process—honed over more than two decades of practical experience—is designed to give you confidence. We provide guidance to prospects as they navigate the financial path leading up to and during retirement. We then put together the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation, and trading. We are active in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.
Executive Team
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®
Kelly Campbell, Chairman and CEO of Campbell Wealth Management, has been in business for over 25 years. Nearly seventeen years ago the company began focusing specifically on retirement planning restricting its clientele to those aged fifty-five plus. In turn, the name Campbell Wealth Management has become synonymous with Retirement Planning in the Washington Metro area.
As an educator, Kelly has taught hundreds of seminars, classes, and workshops on retirement planning, estate planning, investment management, and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a light-hearted and comical way utilizing stories and anecdotes to help his students learn.
A sought-after authority on everything retirement, Kelly has been quoted and/or has contributed to Fox Business, TheStreet.com, Fox 5 Local News, CNBC, The Washington Post, Kiplinger’s Magazine, and is a recurring blogger for the Smarter Investor on U.S. News & World Report. For 2012-2017 Kelly Campbell has been recognized in the Top 25 in Virginia and in America’s Top 1200 Financial Advisors as named by Barron’s Magazine.*
While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five-step process that he and his team take all of their clients through to work towards their long-term success in retirement.
Kelly graduated from the University of Maryland with a degree in finance. A continuous student, he has achieved the following designations: Certified Financial Planner™, Chartered Financial Consultant™, Chartered Mutual Fund Counselor™, and Accredited Investment Fiduciary™.
When he is not helping his clients, Kelly focuses on his passions of boating, water, and snow skiing as well as spending time with his wife and three kids.
Kevin Knull
A sought-after speaker, Kevin has delivered thousands of educational presentations to over 200,000 financial professionals, individual investors, and companies globally. He has a talent for making some of the most complex topics simple and easy to understand. His book titled, “Exploring Advice”, continues to be a top resource for financial professionals whose goals are to improve the quality of their financial planning and advice.
Prior to joining Campbell Wealth, Kevin served in a variety of executive leadership roles in the financial services and financial technology industries including Hartford Financial, Symetra Financial, and Moneyguidepro. He is a graduate of the United States Coast Guard Academy and a third-generation veteran and served three tours in the service of our country as Commanding Officer on the USCGC POINT COUNTESS, First Lieutenant on the USCGC LEGARE, and Controller at USCG Atlantic Area. He is a Certified Financial Planner™.
The one word that you will hear Kevin focus on consistently is service. His vision is to deliver unparalleled service – which is very difficult to do. This vision is carried through at Campbell Wealth in every interaction, with every client, with every prospect, in every situation. Don’t be surprised when he asks your greatest example of service has been when he meets you – and be sure to ask his. It is a great story.
When not caring for the firm’s clients and employees, Kevin spends his time with Kirsten, his wife of 25 years, three children, Hunter, Chase, and Scarlett, and two Dalmatians, Calvin and Hobbes. He is an avid kiteboarder, hiker, adventurer, skier, and will participate in any activity on, in, or under the water.
Kim Campbell
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 the 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, golfing, and spending time with her extended family.
Wealth Management Team
Meghan Lusk, CFP®
Meghan serves as the Director of Wealth Management and provides financial planning and investment analysis, research, and support to clients. She has found a passion helping clients reach their goals leading up to and during retirement. Meghan is eager to serve our clients and looks forward to working with you!
Meghan holds the coveted CERTIFIED FINANCIAL PLANNER™ professional designation and is an active member of the Financial Planning Association. She continues her professional development by attending continued education classes to remain current with her designation.
Meghan is a graduate of Virginia Tech with a BS in finance and marketing management. She currently resides in DC in the U Street neighborhood enjoying everything the city has to offer. She is a big fan of the Washington Capitals and enjoys spending time with her family, who live close by in Northern Virginia.
Rich Clement, CFP®
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 toward 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, and exercising through the CrossFit fitness program.
How Rich Benefits You
Rich is responsible for the overall client experience and works closely to administer the Wealth Mapping™ process for our clients.
Tyler Frech, CFP®
Tyler is on our Wealth Management Team. Tyler has over 20 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 District Manager for a large Insurance Company.
Tyler graduated from Hamilton College and is a CERTIFIED FINANCIAL PLANNER™. He has the series 7, 63, 65, and his insurance license.
He enjoys travel, hiking, and is a huge Saint Louis Cardinals baseball fan.
Tyler has coached football, baseball, basketball, and soccer. He supports the Gates Foundation and Capital Area Food Bank. He has also been a guest speaker and mentor at Old Dominion University.
How Tyler Benefits You
Tyler is responsible for financial planning, client services, and review meetings.
Rick Baray, CFA, CFP®, MBA
Rick is a Wealth Manager and has over 10 years of experience working with a diverse clientele including retirees and business professionals. More recently he served as a Private Client Advisor for a large Fortune 500 company, advising clients with complex financial and investment planning needs.
Rick earned his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and has recently earned his Chartered Financial Analyst (CFA) program, the highest distinction in the investment management profession. He also earned his Chartered Life Underwriter designation in 2015, specializing in insurance planning for families and business owners. Rick recently spent two years living in Spain, where he completed his MBA and Master in Finance degrees. He is a Southern California native and graduated from San Diego State University with his Bachelor’s degree in personal financial planning.
Rick currently resides in Northeast Washington with his two french bulldogs, Don Juan and Pablo. Rick is fluent in Spanish and has conversational skills in American Sign Language.
Nakia Brown
Nakia joined the Campbell Wealth team in May of 2018. Nakia comes to Campbell Wealth with 18 years of experience in the banking industry. While most of her career was spent in retail and business banking, Nakia transitioned into the financial services industry in 2014 working closely with financial advisors and clients. In her role as a Client Service Associate, Nakia is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions.
Nakia lives in the Kingstowne area of Virginia with her son and her dog that she adores. She has a passion for cooking and spending time outdoors.
Whitney Burches
Whitney joined Campbell Wealth in August as a Client Service Associate. She was born and raised in rural Utah and moved to Northern Virginia in 2020 with her husband and son. She recently made a career change from the technology industry to the financial services industry. This shift is closely tied to her passion for connecting with and helping people through life transitions.
Whitney is a graduate of Utah State University with a BS in family life education. She enjoys learning about self-development, personality types, and what motivates people. She believes financial freedom is a stepping stone on the path to personal happiness and is excited to help you reach your financial and retirement goals!
She is a fitness enthusiast. Her two favorite ways to break a sweat are through a great CrossFit or High Fitness workout. She also enjoys exploring her new neck of the woods in Bristow with her husband and 2-year old son.
Michele Reichel, FPQP
Michele joined Campbell Wealth in July of 2021 as a Senior Client Service Associate. Michele comes to Campbell Wealth with over 15 years of experience in the financial services industry. She started her career in banking and knew that helping people understand their finances and assisting them in reaching their financial possibilities was what she wanted to pursue. She holds the Financial Paraplanner Qualified Professional designation from the College of Financial Planning.
Michele is from the small mid-west town of Boonville, Missouri, and has lived in the DC Metro area since 2005. She is a graduate of Columbia College with a business finance and management degree.
Michele has an amazing 13-year-old son and they have recently added a new kitten to the family. She enjoys yoga, cooking, and traveling to warm destinations.
How Michele Benefits You
As a member of the Wealth Management Team, Michele helps maintain and enhance client relationships.
Zandile Jera
Zandile joined CWM in February of 2022 as a Client Service Associate. Zandile’s career has been centered around financial services and relationship management including servicing retirement investment assets and working in the wealth management field.
Zandile was born in Harare, Zimbabwe, and moved to Indianapolis, IN in her teens, and she considers Indianapolis her US home. She holds a Bachelor of Science degree in Economics from St. Thomas University – Fredericton New Brunswick and a Certificate in Accounting from Prince George’s Community College.
When Zandile is not assisting clients, she is an active member of St. Philip the Apostle Catholic Church in Camp Springs, MD, and enjoys spending her leisure time with her daughter exploring beach towns and attending festivals. If you have any recommended stops on an East Coast to West Coast cross-country road trip, be sure to let her know!
Clay Holden
Clay joined Campbell Wealth Management as a Client Service Associate in January 2022. Growing up in Wichita, Kansas moving to the NOVA area in 2017 to work construction was a huge change. In 2018, he decided to attend school and enrolled in classes at Northern Virginia Community College and then transferred to George Mason University at the start of 2020. He majored in their brand-new Financial Planning and Wealth Management program and became the first graduate from George Mason University with that degree in December of 2021. Clay’s goal is to pursue additional certifications and designations in financial planning, so that he can better serve our clients.
In his role as a Client Service Associate, Clay is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. He is enthusiastic about getting to know our clients and looks forward to building a strong relationship along the way.
In his free time, Clay enjoys playing intramural sports, going to the movies, working out, cheering on the Red Sox, and being out with family and friends. If you are ever looking for someone to play pickleball with, please contact Clay!
Braxton Good
Braxton joined Campbell Wealth in 2021 and serves as our Client Services Coordinator. Braxton works directly with the Wealth Management Team and supports the needs of our clients. He is here to ensure that every client has a wonderful experience.
Braxton received a B.A. in Economics and Business from the Virginia Military Institute. He lives in Falls Church, Virginia with his wife, two daughters, and two dogs. Braxton enjoys spending time with his family, grilling, and watching baseball.
How Braxton Benefits You
As a member of the Wealth Management Team, Braxton helps maintain and enhance client relationships.
Martin Kangah
Martin joined the Campbell Wealth team in March of 2022 and serves as our Client Service Associate. He is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions.
He is a native to the DMV growing up in Prince Georges County MD. He graduated in May of 2020 from Towson University with a Bachelor of Science in Finance and Marketing. Martin comes to Campbell Wealth with 4 years of experience in the financial services industry and is pursuing additional certifications and designations in financial planning to better serve our clients.
In his free time, Martin enjoys spending time with family and friends. He is a fitness and video game enthusiast. His favorite sport is football and his favorite team is the Green Bay Packers.
Patrick McNamara
Patrick joined the Campbell Wealth team in March 2022 and serves as our Client Service Associate. He is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. Patrick’s current licenses include the Securities Industry Essentials (SIE), Series 7, and Life and Health Insurance (MD, VA, and CA). He will sit for the Series 66 in April 2022 and will pursue the CERTIFIED FINANCIAL PLANNER TM designation after that.
Patrick was born in Bethesda, MD and grew up in Grand Forks, ND. Patrick has lived throughout the US, including Tucson, AZ; Lake Tahoe, NV; San Diego, CA; and Quantico, VA. Patrick started his college studies at the University of North Dakota before transferring and graduating from the University of Arizona in 2012. Patrick got married to his wife Sarah in August 2021 (after having to postpone it due to COVID); they currently live in Rockville, MD with their cat, Winston.
Patrick previously served an officer in the Marine Corps and worked in federal consulting before joining Campbell to pursue his passions of finances and helping others in the financial services industry. Patrick enjoys being active outdoors, reading, traveling with his wife, playing hockey, and exploring the DC area.
Investment Team
Mark Wagner, CFA®
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.
How Mark Benefits You
Mark is a member of Campbell Wealth’s investment management team and is 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.
Nate Tonsager
Nate serves as the Trading & Investments Associate and offers comprehensive support to the Wealth Management and Wealth Advisory Teams. He works to complete trading requests with efficiency and total accuracy. It is his responsibility to ensure client’s accounts are appropriately allocated to the client’s desired model. He helps to monitor the model portfolios and when necessary, will rebalance them as instructed by the Director of Investments.
Nate is a graduate of the University of Wisconsin-Madison with a Bachelor of Arts in economics. He holds securities licenses Series 7 and Series 66.
Nate enjoys watching and playing sports, specifically football and basketball. He also enjoys traveling but hasn’t done it enough. He is looking forward to finding more time to explore foreign countries.
Wealth Advisory Team
Evan Beach, CFP®, AWMA®
Evan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Wealth Advisory at Campbell Wealth Management. His team is responsible for new-client financial planning and existing-client education.
A native of Bethesda, MD, Evan has spent almost his entire life in the capital region. He currently lives in Old Town, Alexandria, with his wife Ali, daughter Viv, and dog Tenley. Ali is a kindergarten teacher at St. Stephen’s & St. Agnes School in Alexandria and was an All-American field hockey goalie, helping the University of Maryland win three national titles. While not nearly as athletically gifted as his wife, Evan grew up playing competitive soccer and continues to play in adult leagues in the District.
At the age of 26, Evan earned his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, becoming one of only 3.3% of CFP® practitioners in their twenties as of May 31, 2015, as determined by the CFP® Board. He is a graduate of the University of Delaware, the College for Financial Planning, and Georgetown University.
Evan is well-known in the industry for his experience in retirement income and tax planning as well as practice management. He is a contributing columnist for Kiplinger and the Journal of Financial Planning. Evan has conducted more than 500 live retirement planning sessions and currently serves as a special topics instructor at Texas Tech University’s undergraduate and graduate personal financial planning programs. Evan is a frequent contributor and has been published on Yahoo Finance, CNBC, Credit.com, TheStreet.com, Bloomberg, and U.S. News and World Report, among others.
Jake Rawlings, CFP®
Jake serves as a Wealth Advisor and offers a comprehensive approach to retirement planning. He provides guidance to prospects as they navigate the financial path leading up to and during retirement. He is always striving to help our prospects work toward an optimal financial future.
Jake is a graduate of the University of Maryland with a Bachelor of Science in economics. He holds the prestigious CFP® (Certified Financial Planner) designation from Georgetown University, in addition to life and health insurance licenses and securities licenses 7, 63, and 65. He continues to keep up-to-date with market and legislative changes that can influence the planning process for his clients.
Jake is an avid traveler and loves to attend live musical events. He also enjoys spending time on the water with family at their lake house in Southern Virginia in the summer and going snowboarding in the winter.
Michael Rios
Michael Rios is our Wealth Advisory Associate and assists future clients in planning for and attaining their retirement goals. A native of Northern Virginia, Michael earned a Bachelor of Science in finance from Virginia Tech. He holds a series 65 license and is in pursuit of his Series 7 and 66, as well as a CERTIFIED FINANCIAL PLANNER™ designation.
Growing up, Michael lived in multiple parts of Northern Virginia and spent a few years living in Bolivia, where he was able to learn Spanish fluently. A personal goal of his is to study to become fluent in both Italian and French. He is an avid sports fan, supporting all of the local DC teams and Virginia Tech football. He also enjoys Formula 1 racing. Michael aims to travel more in the future with Europe and Asia on his wish list.
Operations Team
Phil Wolf
Phil joined our firm in late 2020 as a Director of Finance. He is a sharp, driven, versatile professional with more than 25 years of experience in diverse industries such as middle market investing, pharmaceutical research, and hotel management. Phil started his career in public accounting with one of the “Big 6” firms and audited multiple for-profit industries with a wide variety of business sizes and structures. Phil will be taking ownership of the accounting and timely financial reporting and will also be involved with leading our operations. Phil is energized by developing and implementing process improvements and incorporating metrics along the way to demonstrate value. He believes that a strong and efficient supporting structure allows the Campbell Wealth team to focus on what matters most, delivering the highest levels of service to our clients.
Prior to joining Campbell Wealth, Phil was the Chief Financial Officer/General Manager with EPL Archives where he was responsible for all operational, accounting, and financial activities of storage facilities in the pharmaceutical research industry. Prior to that, he served as the Chief Financial Officer for a hotel management company and Assistant Treasurer at a middle-market investment company. With a variety of experiences in different industries and organizations, Phil brings great experience in accounting, financial reporting, and operating best practices. He is a graduate of Virginia Tech, where he received a Bachelor of Science in accounting.
Phil was born in Los Angeles, but with a military parent ended up moving to Texas, Germany, Nebraska, and Massachusetts where he graduated from high school. He is married with two children whom he is extremely proud of and always looks forward to what they will accomplish next. Phil enjoys playing a variety of sports but… let’s just say his spirit to win is usually stronger than his performance.
Betsy Hanson
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 traveling, reading a good book, gardening, cooking, and spending time with friends and family.
How Betsy Benefits You
Betsy is also the Quality Control Manager of Campbell Wealth ensuring that all paperwork and procedures are consistent and meet both internal and external requirements.
Melanie Bennett
Melanie received her bachelor’s degree in Speech Language Science and Technology from Northern Arizona University and her Diversity, Equity, and Inclusion certification from Cornell University. She is married to a career United States Marine and together they have one daughter. Melanie enjoys traveling, reading, cooking, and spending time with family and friends.
Ben Hanson
Ben joined Campbell Wealth in March 2017 and started in our New Client Transition Department as a Transition Associate. Ben quickly proved to be a valuable addition to the team by leveraging technology to improve efficiency and accuracy. As a result of his accomplishments, Ben was promoted to Tech Liaison in December 2021, providing leadership and guidance in our technology platform and identifying other ways to enable our teams to deliver exceptional services to our clients.
Ben lives in King George, VA with his wife and their children. He enjoys tinkering, cooking, gardening, gaming with his boys, and listening to audiobooks.
Gina Doerr
Gina Doerr is the First Impressions Specialist at Campbell Wealth Management. Prior to joining our team, she worked for the Girl Scouts of the Nation’s Capital as a Customer Care Administrative Coordinator. Gina is passionate about helping people, solving problems, and providing quality service to all clientele.
Gina is a graduate of James Madison University, where she received a Bachelor of Arts degree in English. She lives in Alexandria, VA and is an avid reader. Gina also enjoys watching her large collection of classic films and NFL football.
Communications Team
Mirela Tsai
Mirela Tsai serves as the Director of Marketing, responsible for developing marketing initiatives to effectively communicate with our clients and community. Mirela is responsible for the development and execution of the annual marketing plan, with a focus on marketing, event management, and project management. She is dedicated to both the short and long-term goals of the firm and strictly focuses on the success of each initiative. She has an eager drive to learn and is focused on understanding the big picture, while also considering the intricate details.
Mirela is dedicated to propelling all of the marketing initiatives forward and is very hands-on when it comes to projects. Mirela is personable and outgoing which has created a comfortable environment for our clients and staff. She is working to create a procedural structure that will help establish brand awareness and highlight our dedication to our clients.
Mirela is a graduate of Indiana University of Pennsylvania, where she received a Bachelor of Science in marketing. She is an avid volleyball player and a frequent participant in charity runs. She enjoys spending time with her husband, Vince, and son, Edin.
Tyler Phelps
Tyler has experience working in the technology sector with a strong focus in the area of marketing and business development. While attending Grand Valley State University, Tyler began working as an independent marketing and technology consultant for small businesses and municipalities. His academic focus shifted towards ethical marketing and the influences of AI. In addition to over 5 years of marketing experience, at age 21, Tyler passed FINRAs Series 27 designation and worked for BDs as their Financial and Operations Principal (FINOP).
Tyler was born in San Clemente, CA, and raised in Orange County. He is quite the NBA aficionado and follows the Los Angeles Lakers. He spends his free time making music, hiking, or playing board games, basketball, and tennis. If you see him out in public, don’t be afraid to say hello as he enjoys meeting new people and chatting about economics and psychology.
Get started with our Right on Retirement™ Process
