Jackie Campbell, CFP®, CPA, PFS

President & Founding Partner

Jim Wilhelm

MSA, Enrolled Agent Senior Partner

Monica Haberlin

Enrolled Agent Senior Partner

Corey F. Ward, CFP®

Financial Advisor

Scott Campbell

Retirement Consultant

Patricia Williams, CPA

Tax & Accounting Manager

Beth Browning, CPA

Senior Accountant

Angelina Evans, CPA

Senior Accountant

RuthAnn Green, CPA

Senior Accountant

Lannie Gregory

Senior Accountant

Ruth Cashara

Senior Accountant

Heather Bowen

Staff Accountant

Amanda Xenos

Staff Accountant

Cindy Lohr

Staff Accountant

Rebekah Hooks

Operations Manager

Cindy Douglass

Firm Administrator

Brooke Campbell Gay

Client Experience Manager

Stacy Whitehead

Marketing Director

Jill Campbell

MS, MBA Client Services Associate

Jeanette Wilhelm

Client Services Associate

Lisa Stuebner

Director Of First Impressions - Trinity

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