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®
Kelly Campbell, CFP®, ChFC®, CMFC®, AIF®Chairman & CEO
LEARN ABOUT KELLY
Kim Campbell
Kim CampbellBusiness Consultant
LEARN ABOUT KIM
Gabe Muller
Gabe MullerChief Operating Officer
LEARN ABOUT GABE

Communications Team

Mirela Tsai
Mirela TsaiDirector of Marketing
LEARN ABOUT MIRELA
Carol Opiela
Carol Opiela Event Coordinator
LEARN ABOUT CAROL
Tyler Phelps
Tyler Phelps Relationship Liaison
LEARN ABOUT TYLER

Wealth Advisory Team

Evan Beach, CFP®
Evan Beach, CFP®, AWMA®Director of Wealth Advisory
LEARN ABOUT EVAN
Evan Beach, CFP®
Jake Rawlings, CFP® Wealth Advisor
LEARN ABOUT JAKE
Michael Rios
Michael Rios Wealth Advisory Associate
LEARN ABOUT MICHAEL

Wealth Management Team

Meghan Lusk, CFP®
Meghan Lusk, CFP®Director of Wealth Management
LEARN ABOUT MEGHAN
Rich Clement, CFP®
Rich Clement, CFP® Senior Wealth Manager
LEARN ABOUT RICH
Tyler Frech, CFP®
Tyler Frech, CFP® Senior Wealth Manager
LEARN ABOUT TYLER
Rick
Rick Baray, CFA, CFP®, MBA Wealth Manager
LEARN ABOUT RICK
Nakia Brown
Nakia Brown Client Service Associate
LEARN ABOUT NAKIA
Whitney Burches
Whitney Burches Client Service Associate
LEARN ABOUT WHITNEY
Michele Reichel, FPQP
Michele Reichel, FPQP Senior Client Service Associate
LEARN ABOUT MICHELE
Braxton
Braxton GoodClient Service Coordinator
LEARN ABOUT BRAXTON

Investment Team

Mark Wagner, CFA®
Mark Wagner, CFA®Director of Investments
LEARN ABOUT MARK
Nate Tonsager
Nate Tonsager Trading & Investments Associate
LEARN ABOUT NATE

Operations Team

Phil Wolf
Phil WolfDirector of Finance
LEARN ABOUT PHIL
Betsy Hanson
Betsy Hanson Senior Operations Manager
LEARN ABOUT BETSY
Melanie Bennett
Melanie Bennett Administrative Associate
LEARN ABOUT MELANIE
Ben Hanson
Ben HansonTech Liaison
LEARN ABOUT BEN
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