CAMPBELL FINANCIAL PLANNERS - Key Persons
James started in the financial services industry in 2000 and joined Campbell Financial in 2017. His career background includes helping ultra-wealthy families navigate the unique financial challenges inherent with wealth. Based on this experience, James is well equipped to address the many financial challenges clients face, regardless of the complexity.
Kathleen has an extensive business and entrepreneurial background. Prior to becoming a financial planner, Kathleen enjoyed successful careers in marketing, product development, retail, and real estate. Based on her experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.