Our Team

Jackie R. Campbell, CPA, CFP®, PFS

President & Founding Partner

Jim Wilhelm

MSA, Enrolled Agent Senior Partner

Monica Haberlin

Enrolled Agent Senior Partner

Gabrielle Monticciolo

Wealth Team Manager

Corey F. Ward, CFP®

Financial Advisor

Scott Campbell

Retirement Consultant

Leanna Runge

Client Services Associate

Beth Browning, CPA

Senior Accountant

Kerri DiMartino, CPA

Senior Accountant

RuthAnn Green, CPA

Staff Accountant

Ruth Cashara

Senior Accountant

Heather Bowen

Staff Accountant

Cindy Lohr

Staff Accountant

Stephen Puskas

Staff Accountant

Amanda Xenos

Staff Accountant

Rebekah Hooks

Operations Manager

Cindy Douglass

Firm Administrator

Brooke Campbell Gay

Client Experience Manager

Jeanette Wilhelm

Client Services Associate

Lisa Stuebner

Director Of First Impressions - Trinity

Jill Campbell

MS, MBA Client Services Associate

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