Our Financial Services Team

Jackie R. Campbell CFP®, CPA, PFS

President & Founding Partner, Financial Advisor

Jackie Campbell is the president and founder of Campbell & Company, Wealth Advisors and CPAs. She has served as a trusted advisor to families and businesses in the Tampa Bay area since 1993. Her mission is to help her clients make smarter financial and tax decisions so they gain clarity, confidence, and direction as they enter retirement while enjoying more confidence.

As founder of Campbell & Company, Jackie’s drive to combine tax planning and accounting services with unparalleled client service came to light in 1993 as one of the youngest female CPA firm owners in the Tampa Bay area. She has not only grown her successful businesses but also leveraged her experience to coach other entrepreneurs and family businesses as they grow and gain clarity about the future of the business and their succession plan.

As a CPA, Jackie realized many of her clients have a tremendous need for sound investment advice and guidance, which inspired her decision to earn her CFP® credentials. Jackie enjoys navigating the ever-changing financial landscape and integrating her knowledge to help build solid retirement plans and implement individualized investment strategies.

Education, Credentials, and Affiliations: Jackie has her B.S. in accounting from USF and is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Personal Financial Specialist. Jackie is a business leader with sponsored articles in Forbes, Fortune, CBS Sunday Morning, and local TV stations, co-host of “Beyond the Money” radio show and podcast, and the author of “My When File.™”

Corey F. Ward, CFP®

Financial Advisor

A financial advisor with a diverse background of entrepreneurial, banking, and investment experience, Corey Ward joined Campbell & Company in 2021. As a CFP®, Corey serves as a trusted advisor to clients, first listening to their unique needs and then providing quality, objective financial advice based on solid planning to help them achieve their goals.

Corey began his financial career in 2000 and his personal financial advising career in 2008 in New York, working with clients in the public sector achieve their dreams. More recently, he has assisted retirees here in Florida in the non-profit sector. Corey knows the power of a well-crafted financial plan and the positive impact it can have on people’s lives. He delights in finding new ways to present complex financial concepts so the strategies are easier to understand. This approach can help bring clarity to the decision-making process and empower his clients to move forward with added confidence.

A graduate of the University of Florida with a degree in Finance, Corey resides in Pasco County with his wife and his rescue dog Pebbles.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”

Monica Haberlin

Enrolled Agent Senior Partner, Insurance Agent

Monica Haberlin, senior partner of Campbell & Company, focuses on growing businesses, implementing tax efficiency strategies and formulating succession plans. The insight Monica has gained from decades of experience in her own family franchise businesses, as well as counseling and coaching entrepreneurs, helps her grow and scale their businesses from start-up all the way to retirement.

A creative and talented presenter, she has developed her own curricula and provides coaching to hundreds of business owners and successful entrepreneurs. She advises them on how to build teams, manage cash flow, and, through tax efficiency planning, ways to help pay the least amount of taxes legally and keep their businesses compliant with state and federal business laws.

Education, Credentials, and Affiliations: Monica earned her B.S. in business administration and accounting from Northeastern University in Boston. She is also a featured tax and retirement strategist on CBS Sunday Morning and local TV stations and co-host of the “Beyond the Money” radio show and podcast.*

*Sponsored content

Jim Wilhelm

MSA, Enrolled Agent Senior Partner, Insurance Agent

Jim Wilhelm, Senior Partner at Campbell & Company, is an Enrolled Agent with the Internal Revenue Service and has worked in the industry since 2001. He began his career in the accounting department at Liberty University while pursuing his undergraduate degree. From there he worked at a regional CPA firm before he relocated to Florida, worked for one of the Big Four CPA firms in Tampa and completed his postgraduate work, eventually making a home at Campbell & Company.

Jim has a long career of working with business owners and families, helping his clients reach income growth and minimization of income taxes. A tax planner and strategist, Jim’s passion for his work is evident in his desire to get the best outcome for his clients. Jim’s goal is to find potential deductions for clients of which they may be unaware. He leverages his detailed knowledge of tax laws and intricate provisions to build upon guidance incorporated in his plans. Jim goes above and beyond to help his clients and to develop and lead his team.

Jim is married to Renee and they have 3 children: Logan, Jensen, and Harper. He enjoys playing and watching most sports and spending time with his family.

Education, Credentials and Affiliations: Jim has an M.S. in Accounting, is an enrolled agent with the Internal Revenue Service, serves on the boards of multiple not-for-profit organizations, and is an active leader in community networking.

Scott Campbell

Financial Professional- Chartered Retirement Planning Counselor (CRPC)

Scott has his health and life insurance license with the state of Florida. Familiar with the Florida Retirement System, his main area of focus is assisting public safety officers as they transition into a well-deserved retirement.

A Florida native, Scott retired from the Florida Highway Patrol as a corporal. He has over 31 years of law enforcement service and began his law enforcement career as a deputy sheriff of Walton County, Florida. He also served for seven years in the U.S. National Guard.

Education, Credentials, and Affiliations: Scott received his degree from Saint Leo University. He is a member of the Florida Association of State Troopers and the American Association of State Troopers.

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Brooke Campbell Gay

Client Experience Manager

Brooke was born and raised in Hernando County with her brother, Jacob, and loving parents, Scott and Jackie Campbell. She now resides in a historic home built in 1903 in Brooksville, Florida, with her husband Chuck, tabby Greyson, and daughter Drew.

Her passions involve content creation, blogging, cooking, collecting vintage goods, and accessorizing.

Education, Credentials, and Affiliations: Brooke graduated from the University of Central Florida with a double major in hospitality and event management. She has extensive experience in the hospitality, events, and customer service industries.

Holly Schrader

Executive Administration Assistant

Holly is our Executive Assistant here at Campbell & Company. She brings over 20 years of customer service experience and 15 years of administrative knowledge to the table. Her expertise lies in scheduling, project coordination, and organization.

Her proactive approach and creative thinking make her a valuable asset to the company.

She has resided in Spring Hill for five years. Originally from Pennsylvania, Holly enjoys spending quality time with her husband, two children, and three dogs as well as exploring local community events and spending time outdoors.

Kelly Rhineberger

Operations Manager

Kelly has been with Campbell & Company since March 2022. She has over 30 years of experience in the healthcare field, most recently 25 years in an ambulatory surgery center as a System Administrator.

Kelly graduated from Mount Mercy College with her bachelor’s degree in accounting and bachelor’s degree in criminal justice with a minor in finance. Kelly continues to grow professionally and looks forward to great success with Campbell & Company.

In her spare time, she enjoys traveling and spending quality time with her family. She enjoys all sports, but her favorite is baseball.

Gigi Cardenas

Client Services Associate

Gigi Cardenas joined Campbell & Company February 2022 and is a client service representative for the wealth management team. Gigi relocated to Inverness from the east coast of Florida after being a resident of Stuart for the past 50 years. Gigi enjoys traveling, camping, and spending time with friends and family. She has two children and one granddaughter, which influenced her to move to Citrus County. Gigi and her significant other, Grant love living in the woods and spoiling their dogs, Bella and Coco.

Kowen Wilhelm

Staff Accountant

Kowen was born and raised in Rock Island, Illinois. From 2020 – 2024, he attended Bradley University in Peoria, Illinois, graduating with a Bachelor of Science in accounting. Kowen interned with Campbell & Company for two summers before graduating and joining the team as a staff accountant in June of 2024.

Rebekah Hooks

Operations Manager

Professional Experience:

Rebekah has been with Campbell & Company since October 2004. She began as a staff accountant but in November 2005 transitioned into more of an administrative role. As operations manager, she is responsible for a wide array of duties, including billing and accounts receivable.

Rebekah’s accounting experience started when she was hired as a receptionist for an accounting firm in Brooksville. Soon, she moved into a position as a staff accountant. She has worked in the field for over 17 years and looks forward to continued growth and success.

Education and Personal Background:

Rebekah has a deep love and appreciation for the arts. She graduated from Pinellas County Center for the Arts before attending the University of Tampa, majoring in musical theater. She studied ballet and jazz for 19 years and is classically trained in voice as well.

A Florida native, Rebekah comes from a large family that includes eight brothers and a sister. She was born in Melbourne but grew up in the Tampa Bay area. Rebekah met her husband, Don, when they were cast as Lord and Lady Brockhurst in the musical “The Boyfriend” at the University of Tampa. They were married and moved to Spring Hill in June 2001, where they currently live with their two small dogs.

Cindy Douglass

Firm Administrator

Cindy owned and operated a local auto repair shop with her husband for many years. With her extensive skills in bookkeeping, Cindy is a vital asset to our team as our firm administrator.

When Cindy is not at work, she is spending time with her first grandson, Alex, who was born in November 2019. Her obsessions include nice shoes and good restaurants, while her passion is volunteering her bookkeeping skills for her church.

Patricia Crowley

Marketing Director

Patricia has been a resident of Hernando County since 1987. She is a small business owner, having worked for 10 years in Management in the Hospitality Business. After a tenure of 20 years, she retired in November 2020 as the President & CEO of the Greater Hernando County Chamber of Commerce. In September 2023, she joined the team as Marketing Director.

Jeanette Wilhelm

Client Services Associate

Jeanette was born and raised in Illinois with three siblings. She graduated with an Associate’s degree in Administrative Assisting. She has many years of experience working in various customer service rolls.

She enjoys spending time with family including her two adult children and three grandchildren.

Lisa Stuebner

Director Of First Impressions - Trinity

Before moving to Florida in 2010, Lisa Stuebner was born and raised in Pennsylvania. She is married and has two teenage children, and they enjoy spending their time camping and playing with their three dogs. Lisa has over 20 years of customer service experience and looks forward to many years of growth and success at Campbell & Company.

Tracy Moore

Director of First Impressions, Spring Hill

Tracy is a proud native Floridian, married to her college sweetheart since 1991. They have two amazing children (plus their wonderful son-in-law). Family is very important to Tracy, and, having been an active part of the Hernando County community since 2009, she and her spouse are also grateful for friends who have become like family.

Tracy recently finished 20 years in education and loved being a classroom teacher. Starting her new chapter at Campbell & Company has given her an opportunity to continue using her gift of caring for others as Director of First Impressions in our exciting Spring Hill office.

Grace King

Administrative Assistant Intern

Grace King joined the Campbell & Company family in June of 2022! While here Grace has been an administrative assistant intern and is transitioning into a client communications internship! Grace is currently a senior at Rollins College pursuing a degree in social entrepreneurship with a minor in communications.