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
Kevin Knull
Kevin Knull, CFP®President
LEARN ABOUT KEVIN
Kim Campbell
Kim CampbellBusiness Consultant
LEARN ABOUT KIM
Suly Salazar-Layton
Suly Salazar-LaytonChief Marketing Officer
LEARN ABOUT SULY

Wealth Management Team

Meghan Lusk
Meghan Lusk, CFP®Director of Wealth Management
LEARN ABOUT MEGHAN
Mark Wagner
Mark Wagner, CFA®Director of Investments
LEARN ABOUT MARK
Rich Clement
Rich Clement, CFP® Senior Wealth Manager
LEARN ABOUT RICH
Tyler Frech, CFP® Senior Wealth Manager
LEARN ABOUT TYLER
Rick Baray, CFA, CFP®, MBA Wealth Manager
LEARN ABOUT RICK
Michele Reichel, FPQP
Michele Reichel, FPQP Client Service Manager
LEARN ABOUT MICHELE
Zandile Jera
Zandile JeraClient Service Associate
LEARN ABOUT ZANDILE
Clay Holden
Clay HoldenClient Service Associate
LEARN ABOUT CLAY
Braxton Good
Braxton GoodClient Service Coordinator
LEARN ABOUT BRAXTON
Martin KangahClient Service Associate
LEARN ABOUT MARTIN
Michael RiosClient Service Associate
LEARN ABOUT MICHAEL

Wealth Advisory Team

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

Operations Team

Phil Wolf
Phil WolfDirector of Finance
LEARN ABOUT PHIL
Betsy Hanson Senior Operations Manager
LEARN ABOUT BETSY
Melanie Bennett Human Resource Coordinator
LEARN ABOUT MELANIE
Ben Hanson
Ben HansonTech Liaison
LEARN ABOUT BEN
Gina DoerrFirst Impressions Specialist
LEARN ABOUT GINA
Felicia Porter
Felicia PorterStaff Accountant
LEARN ABOUT FELICIA
Crystal Shaw
Crystal ShawExecutive Assistant
LEARN ABOUT CRYSTAL
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