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May 6, 2010, The Story Behind Campbell Wealth Management

Get to know CEO Kelly Campbell and the work that he is doing in the financial planning sector to help investors like you manage your investments today and the future.

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Kelly Campbell CFP®, ChFC, CMFC, AIF® Photo

Kelly Campbell CFP®, ChFC, CMFC, AIF®

Founder and Principal

Kelly Campbell, founder and principal of Campbell Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ , Chartered Financial Consultant, Chartered Mutual Fund Counselor with 16 years of financial planning experience and author, Kelly is a well-known and highly regarded expert in individual financial planning, retirement planning, cash flow analysis, asset allocation, money manager strategies, tax review and estate planning. Kelly is licensed to work in Virginia, Maryland, Washington D.C., Pennsylvania, Delaware, New Jersey, North Carolina, Florida, and California. Kelly is a member of the INOVA Health System Foundation board as well as the Executive Alliance Group for CEOs. While Kelly enjoys boating and running marathons in his spare time, the real highlight of his life is returning to his home in Mason Neck after a hard day’s work to be greeted by wife Kim, daughter Codie, and sons Conner and Carter.

Kimberly Campbell

Chief Financial Officer

An integral part of Campbell Wealth Management since its inception, Kim is Kelly’s wife and business partner.  Kim has over 15 years of financial experience. After graduating from University of Maryland, she joined the public accounting firm of Deloitte & Touche USA LLP in Washington DC. She then continued her experience by running the financial department of a publicly traded company.  Kelly and Kim married in 1997, at which time Kim spent her time providing financial and business consulting to several small companies. While not working on the financial aspects of Campbell Wealth, Kim is busy raising their three children, Connor, Carter and Codie. Kim’s passions are horseback riding and golfing, and spending time with her extended family.

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Jamie Hamilton

Wealth Consultant

Jamie has been in the investment services industry for over 15 years as a financial consultant with a focus on investment management and planning.  After graduating from James Madison University in 1992 Jamie joined the investment firm of Morgan Stanley and then in 1998 made a move to Salomon Smith Barney, both in Washington, DC.  He is a life-long resident of Northern Virginia and currently resides in Alexandria, Virginia off the Mount Vernon Parkway with his wife Inna and beautiful son Zachary.  Jamie is a member of St. Andrews Society and the Old Dominion Boat Club and active in many charitable organizations in the area including LCAC, Lombardi Cancer Center and the “Pink Skirts” organization. Jamie spends family time on long walks, boating and traveling.

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Jennifer Reiley

Transition Specialist

Jennifer is the Operations/Transfers Specialist. She came to us directly from LPL Financial in San Diego, California—where she worked in the Service Center as a Senior Service Center Representative. In that position, Jennifer provided service and operational support to more than 5,500 financial advisors, based in more than 3,300 branch offices nationwide. Jennifer worked in the LPL home office for 3 years, and prior to that worked for Raymond James in Washington DC as a Registered Sales Assistant for two financial advisors. Jennifer has over eight years of experience working in the financial services industry. She graduated from the University of East Carolina, where she played Division I soccer and graduated with a business degree in finance.

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Brian Jolles

Insurance Specialist

Brian has 21 years of experience in the financial services industry, and specializes in health, life and disability insurance. He has additional expertise in Medicare, Medicaid and long-term care alternatives. Brian lives in Columbia, Maryland with his wife, Lisa and their two boys Matthew and Phillip. While out of the office you will find Brian coaching soccer or enjoying the outdoors with his family.

Michael P. Mullen Photo

Michael P. Mullen

Insurance Specialist

Michael, a Certified Life Underwriter, represents Estate and Tax Planning, Executive and Employee Benefit Plans, Life Insurance, Long-Term Care, Disability and Business Group Insurance coverage. His background includes an undergraduate degree in Business, with a major in accounting and he has been in the insurance business for 30 years. He represents over 50 of the top rated insurance companies and he works with many CPA and law firms in regards to the estate planning process.

Mike is licensed in Virginia, Maryland, Washington, DC, Delaware, New Jersey, Connecticut, Florida, North Carolina, Pennsylvania, Ohio, and Texas. In his spare time, he enjoys golf and events with his family, Deborah his wife and daughter Jackie and son Brendan.

Jeff Sciscilo Photo

Jeff Sciscilo

Wealth Manager

Jeff joined the Campbell Wealth Management team in May of 2008 and brings with him over 4 years of experience in the financial services industry.  Prior to coming on board, he worked for such companies as Smith Barney, Foxhall Capital Management and KMH Financial Services.  He graduated from Christendom College with a BA in Political Science & Economics and a minor in History. Jeff holds Life, Health and Annuity licenses with the State of Virginia.

Jill Corey Photo

Jill Corey

Director of First Impressions

Jill is our Director of First Impressions. She came to us from California, where she spent five years in the mortgage industry. When we found Jill and saw her amazing communication skills, we knew she needed to be at Campbell Wealth Management. As the First Impressions Specialist, she agrees with the greatest football coach ever, Vince Lombardi when he stated: “The key to success in any business is heart power. Aim for the heart. Capture the heart, you’ve captured the person. Get people to fall in love with your company.”

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