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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®
Founder and Principal
Kelly Campbell, founder and principal of Campbell Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ , Chartered Financial Consultant, Chartered Mutual Fund Counselor, Accredited Investment Fiduciary 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.
Jamie Hamilton
Wealth Consultant
Jamie has been in the investment services industry for over 17 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 son Zachary. Jamie is a member of St. Andrews Society, the Old Dominion Boat Club, Mt. Vernon Yatch Club and active in many charitable organizations in the area including LCAC, Lombardi Cancer Center and the “Pink Skirts” organization. Jamie spends family time boating and traveling.
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 three years, and prior to that worked for Raymond James in Washington DC as a Registered Sales Assistant for two financial advisors. Jennifer has over 10 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.
Chris Westerman, CFP®, CMFC®, CRPC®
Director of Financial Planning
Chris Westerman, a graduate of the University of Florida, is a CERTIFIED FINANCIAL PLANNER, Chartered Mutual Fund Counselor, and Chartered Retirement Plan Counselor. As the Director of Financial Planning of Campbell Wealth Management, Mr. Westerman is responsible for each client’s planning experience. His vision is to provide unbiased advice to all clients and assist them in making informed decisions that will affect their future. Prior to joining Campbell Wealth, Chris was the Chief Operating Officer for a Registered Investment Adviser. During his time there his responsibilities included, managing the day to day activities of the firm along with planning for his clients’ retirement needs. Mr. Westerman began his career in the financial industry with a large retirement services provider where he assisted hundreds of advisers each year plan for their clients’ retirement. Chris currently holds the FINRA 6, 63, and 65 licenses along with the Virginia Life, Health, and Annuity licenses.
Josh Goulding CFP®
Financial Planner & Director of Insurance
Josh Goulding is a CERTIFIED FINANCIAL PLANNER™ and Director of Insurance. Prior to coming on board, Josh provided fee-based financial planning services to professionals, business owners and retirees. He worked for AXA Advisors and Integrated Benefits Corporation. After becoming a CFP® Certificant at Georgetown University, he joined the Campbell Wealth Management team. Josh is a native Washingtonian. He graduated from Georgetown University with a Bachelor of Arts degree in Psychology and has an Executive Certificate in Financial Planning from Georgetown University.
Jeff Sciscilo
Wealth Consultant
Jeff joined the Campbell Wealth Management team in May of 2008 and brings with him over six 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.
Meia Gaskin
Operations Specialist
Meia Gaskin is an Operations Specialist in our Transitions Department. She came to us from the legal services industry, where she worked as a corporate finance paralegal on credit card securitization transactions for major financial and corporate institutions, such as Bank of America, Capital One, Discover, Citibank and Wyndham to name a few. She comes armed with a business degree from Southeastern University and an MBA in international business from Trinity University. Meia enjoys international travel.
Joy Lomibao
Executive Assistant
Joy joined Campbell Wealth Management in May 2011 with over 16 years in the financial services industry. Joy has worked at Wachovia Securities, LLC., as a Registered Sales Assistant for 6 advisors and the Sales Assistant Team leader for 10 years. For the past 6 years, Joy has been at SunTrust Investment Services, Inc., as an Investment Associate for a Private Financial Advisor Team. She holds the following licenses: NASD Series 7, 63, 66 and Virginia life/health/annuity insurance licenses.
Although not Virginia natives; Joy and her husband Ronnie are long time Virginia residents. During her spare time, Joy enjoys traveling to Virginia Beach to spend time with her family.
Diane Beach
First Impressions Specialist
Diane is from Virginia Beach, Virginia and came to Campbell Wealth Management as a former small business owner in both residential and commercial interior design.