• 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 , Financial Advisor

Monica Haberlin

Enrolled Agent Senior Partner

Jim Wilhelm

MSA, Enrolled Agent Senior Partner

RuthAnn Green, CPA

Senior Accountant

Tonya Holmes, EA

Senior Staff Accountant

Heather Bowen

Staff Accountant

Jill Campbell, MS, MBA

Staff Accountant

Amanda Xenos

Staff Accountant

Cindy Lohr

Staff Accountant

Jason Correa

Staff Accountant

Rebekah Hooks

Operations Manager

Cindy Douglass

Firm Administrator

Patricia Crowley

Marketing Director

Jeanette Wilhelm

Client Services Associate

Lisa Stuebner

Director Of First Impressions - Trinity

Angela Smith

Director of First Impressions – Inverness

Tracy Moore

Director of First Impressions, Spring Hill

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