• Providing our clients with the highest quality of service
  • Our entrepreneurial style and approach
  • Being responsive to the marketplace
  • Always treating everyone with dignity and respect
  • Balancing professionalism and fun in a premier work environment

Jackie Campbell, CFP®, CPA, PFS

President & Founding Partner

Jim Wilhelm

MSA, Enrolled Agent Senior Partner

Monica Haberlin

Enrolled Agent Senior Partner

Brooke Campbell Gay

Client Experience Manager

Corey F. Ward, CFP®

Financial Advisor

Gigi Cardenas

Client Services Associate

Holly Schrader

Executive Administration Assistant

Kelly Rhineberger

Wealth Team Manager

Scott Campbell

Retirement Consultant

RuthAnn Green, CPA

Senior Accountant

Sherlene Davis

Senior Accountant, CPA

Wilson Orguera

Senior Accountant, CFE, EA

Tonya Holmes

Senior Accountant

Heather Bowen

Staff Accountant

Jill Campbell, MS, MBA

Staff Accountant

Amanda Xenos

Staff Accountant

Cindy Lohr

Staff Accountant

Rebekah Hooks

Operations Manager

Cindy Douglass

Firm Administrator

Stacy Whitehead

Marketing Director

Patricia Crowley

Marketing Director

Jeanette Wilhelm

Client Services Associate

Nicole Wolff

Client Services Associate

Lisa Stuebner

Director Of First Impressions - Trinity

Angela Smith

Director of First Impressions – Inverness

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