330 John Carlyle Street,
Chairman & CEO
Kelly Campbell, Chairman and CEO of Campbell Wealth Management, has been in business for over 25 years. Nearly seventeen years ago the company began focusing specifically on retirement planning restricting its clientele to those aged fifty-five plus. In turn, the name Campbell Wealth Management has become synonymous with Retirement Planning in the Washington Metro area.
As an experienced financial planner, Kelly has taught hundreds of seminars and workshops on retirement planning, estate planning, investment management, and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a light-hearted and comical way utilizing stories and anecdotes to help his students learn.
A sought-after professional on everything retirement, Kelly has been quoted and/or has contributed to Fox Business, TheStreet.com, Fox 5 Local News, CNBC, The Washington Post, Kiplinger’s Magazine, and is a recurring blogger for the Smarter Investor on U.S. News & World Report. For 2012-2017 Kelly Campbell has been recognized in the Top 25 in Virginia and in America’s Top 1200 Financial Advisors as named by Barron’s Magazine.*
While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five-step process that he and his team take all of their clients through to work towards their long-term success in retirement.
Kelly graduated from the University of Maryland with a degree in finance. A continuous student, he has achieved the following designations: Certified Financial Planner™, Chartered Financial Consultant™, Chartered Mutual Fund Counselor™, and Accredited Investment Fiduciary™.
When he is not helping his clients, Kelly focuses on his passions of boating, water, and snow skiing as well as spending time with his wife and three kids.
Chief Financial Officer
An integral part of Campbell Wealth Management since its inception, Kim is Kelly’s wife and business partner. Kim has over 20 years of financial experience. After graduating from the University of Maryland, Kim joined the public accounting firm of Deloitte and Touche 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, golfing, and spending time with her extended family.
Chief Operating Officer
As Director of Client Service, Denise and her team work collaboratively with our Wealth Management teams to help ensure our clients’ financial planning and investment needs are met. She is passionate about providing excellent client service and creating the best client experience possible.
Denise has spent over 25 years in operational management supporting both national and local firms in the financial and banking sectors, as well as 10 years in small business ownership. She began her finance career locally as a licensed Series 7 Registered Representative, followed by positions with the Investment Company Institute, GMAC Commercial Mortgage, and the Rushmore Funds/FBR National Bank as Vice President of Transfer Agent Operations. Prior to joining Campbell Wealth, Denise was the Director of Operations at another wealth management firm in Northern Virginia.
Denise holds a bachelor’s degree in Economics from Muhlenberg College in Allentown, PA. She is involved in her community as a member of the Young Men’s Service League (with her son, Jacob) and as a volunteer with Food for Neighbors, a non-profit helping to feed local students and their families when away from school. She and her husband, Dave, are parents to three children, Trey, Jordan, and Jacob. When she’s not traveling around to her youngest son’s sporting events, she’s happily playing her own – she enjoys tennis, skiing, hiking, and boating.
Director of Wealth Management
Meghan serves as the Director of Wealth Management and provides financial planning and investment analysis, research, and support to clients. She has found a passion helping clients reach their goals leading up to and during retirement. Meghan is eager to serve our clients and looks forward to working with you!
Meghan holds the coveted CERTIFIED FINANCIAL PLANNER™ professional designation and is an active member of the Financial Planning Association. She continues her professional development by attending continued education classes to remain current with her designation.
Meghan is a graduate of Virginia Tech with a BS in finance and marketing management. She currently resides in DC in the U Street neighborhood enjoying everything the city has to offer. She is a big fan of the Washington Capitals and enjoys spending time with her family, who live close by in Northern Virginia.
Senior Wealth Manager
Rich Clement, a graduate of the University of Virginia, is a CERTIFIED FINANCIAL PLANNER™ Professional, with more than two decades of experience in the financial services industry. Over the years, he has assisted hundreds of clients by helping them identify their goals and objectives and encouraging them to take action to work toward those goals. He knows what works and what doesn’t work when it comes to achieving financial confidence and independence. He firmly believes that financial success starts with a realistic vision combined with consistent action – regular communication and advisor consultation will keep everything on the right track.
Rich is the son of a U.S. Army officer and traveled the world before settling in the Alexandria area and eventually marrying his high school sweetheart. They have four children, ages 17 to 26, and have thoroughly enjoyed the hours and miles spent in support of their children’s activities. Now that driving duties are complete, Richard enjoys spending time with his wife, Laura, and exercising through the CrossFit fitness program.
How Rich Benefits You
Rich is responsible for the overall client experience and works closely to administer the Wealth Mapping™ process for our clients.
Frances joined Campbell Wealth Management in September of 2022 as a Wealth Manager. Frances has focused on comprehensive financial planning for over a decade, seamlessly combining her technical skills with her passion for building meaningful relationships through every client engagement.
Frances serves her clients with insight, empathy, and integrity and, in particular, understands the challenges and financial needs of women in transition, families, individuals with international planning needs, and those who are part of the Sandwich Generation.
Frances holds a bachelor’s degree in Business Administration from Loyola University Maryland with a concentration in accounting. She also earned an Executive Certificate in Financial Planning from Georgetown University.
Frances lived and worked as an expatriate in Shanghai for many years and is fluent in Mandarin Chinese. Currently, Frances resides in Bethesda, MD, and enjoys spending time with family and friends and traveling/exploring new cities and countries.
Tyler is on our Wealth Management Team. Tyler has over 20 years of experience advising high-net-worth families on their finances. His experience includes working as an Investment Strategist for a large trust company and as a District Manager for a large Insurance Company.
Tyler graduated from Hamilton College and is a CERTIFIED FINANCIAL PLANNER™. He has the series 7, 63, 65, and his insurance license.
He enjoys travel, hiking, and is a huge Saint Louis Cardinals baseball fan.
Tyler has coached football, baseball, basketball, and soccer. He supports the Gates Foundation and Capital Area Food Bank. He has also been a guest speaker and mentor at Old Dominion University.
How Tyler Benefits You
Tyler is responsible for financial planning, client services, and review meetings.
Ian serves as a Wealth Manager and has over two decades of experience advising diverse clientele. He comes to Campbell Wealth Management from Fidelity in Reston. His prior roles include portfolio manager and branch manager, but most of his career has been as a dedicated advisor to affluent individuals and families.
Originally from a small town along the Hudson River in upstate New York, Ian moved to northern Virginia in 1985. Fifteen years later, he graduated from George Mason University, met his future wife Natasha on a blind date, and in early 2000 he took a position as a bank officer with First Union in Alexandria. He fell in love with personal finance and investing, and in 2005 Ian became a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He achieved the Chartered Financial Analyst® (CFA®) credential in 2010 and holds various securities registrations (FINRA Series 6, 7, 24, 63 and 65), and life, health, and annuities licenses.
Ian and Natasha reside in Loudoun County with a full house of four kids (Cameron, Azelin, Eliza and Hudson), three cats and a dog. The Prymaks are a very musical family and recently set up a music studio in their home. They also actively serve in their local church congregation. When he is not at home or the office, Ian likes to play racquetball as an excuse to work out.
Nathan is a Wealth Manager with seven years of experience providing comprehensive financial planning to individuals, families, and businesses. He earned his CFP® designation in 2022.
Prior to his career in finance, he played soccer professionally for five years, playing for teams in multiple states, as well as in Europe.
Nathan is a Lansing, Michigan native and earned his bachelor’s degree in Finance from the University of Detroit Mercy’s School of Business. He is married to his wife, Maci, and resides in Richmond, Virginia with their dog, Myla. He loves to golf, enjoys hiking, traveling, and almost all food. Nathan is a member of Richmond’s astronomical society and is a member of the First Tee of Greater Richmond’s volunteer staff.
Mary Ellen joined Campbell Wealth Management as a Transitions Associate in December 2022. She brings over 15 years of client service and operations experience in the financial services industry. In her role, Mary Ellen is responsible for supporting the Wealth Advisory Team and assisting new clients with onboarding and transitioning to Campbell Wealth Management. She enjoys building client relationships and looks forward to delivering exceptional client service and providing an outstanding new client experience. Mary Ellen is the proud mother of four adult children and five beautiful grandchildren. She currently lives in New Bern, NC with her husband, Terry, and enjoys cooking, exercising, wine tasting, and spending as much time as possible at the beach.
Wealth Advisory Associate
Nathan joined Campbell Wealth Management as a Senior Client Service Associate in September 2022. He came to the NOVA area in 2007 from Pennsylvania to attend Marymount University where he earned his Bachelor of Business degree in Finance and then went on to earn a Master’s of Science in Finance degree from American University. He comes to Campbell Wealth with almost 5 years of experience in the financial services industry. Nathan holds a series 7 and 63 license, and is currently pursuing his series 65 and CERTIFIED FINANCIAL PLANNER™ designation.In his role, Nathan is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. He looks forward to providing an outstanding experience for our clients.
In his free time, Nathan enjoys spending time with friends and family, trips to the dog park with his family Bernedoodle, Charlie. He also enjoys spending time outside at one of the many sports fields in DC or NOVA playing soccer, football, softball or Aussie Rules Footy.
Senior Client Service Associate
Client Service Associate
Braxton joined Campbell Wealth in 2021 and serves as our Client Services Coordinator. Braxton works directly with the Wealth Management Team and supports the needs of our clients. He is here to ensure that every client has a wonderful experience.
Braxton received a B.A. in Economics and Business from the Virginia Military Institute. He lives in Falls Church, Virginia with his wife, two daughters, and two dogs. Braxton enjoys spending time with his family, grilling, and watching baseball.
How Braxton Benefits You
As a member of the Wealth Management Team, Braxton helps maintain and enhance client relationships.
Wealth Management Associate
Connor joined the Campbell Wealth Management team as a Client Service Associate in June of 2022 after working three internships with the firm. He is responsible for assisting clients with their account servicing needs while enhancing and maintaining strong client relationships. Connor grew up in Alexandria and went to high school only a couple of miles away from CWM. He graduated in 2022 from James Madison University with a Bachelor of Business Administration in Finance. At James Madison, he was a part of the Lambda Chi Alpha fraternity and served as the philanthropy chair for a term. He is currently looking to get his series 7 license and eventually receive a Certified Financial Planner designation.In his free time, Connor likes to spend time with his Siberian Husky named Blue, play poker with friends, watch a variety of sports, and more recently has become an avid golfer. His favorite football team is the Las Vegas Raiders and his favorite NBA team is the Milwaukee Bucks.
Clay joined Campbell Wealth Management as a Client Service Associate in January 2022. Growing up in Wichita, Kansas moving to the NOVA area in 2017 to work construction was a huge change. In 2018, he decided to attend school and enrolled in classes at Northern Virginia Community College and then transferred to George Mason University at the start of 2020. He majored in their brand-new Financial Planning and Wealth Management program and became the first graduate from George Mason University with that degree in December of 2021. Clay’s goal is to pursue additional certifications and designations in financial planning, so that he can better serve our clients.
In his role as a Client Service Associate, Clay is responsible for assisting clients with new account openings, transfers, distribution requests, scheduling review appointments, and following up with resolutions. He is enthusiastic about getting to know our clients and looks forward to building a strong relationship along the way.
In his free time, Clay enjoys playing intramural sports, going to the movies, working out, cheering on the Red Sox, and being out with family and friends. If you are ever looking for someone to play pickleball with, please contact Clay!
Mark joined Campbell Wealth Management as a Client Service Associate in November 2023. He is responsible for assisting clients with their account servicing needs while enhancing and maintaining strong client relationships. He holds a Life, Health, and Annuities license and is looking to get his series 7 license with hopes to eventually receive a CERTIFIED FINANCIAL PLANNER™ designation. Mark grew up in Fairfax and went to Oakton High School. He graduated from Virginia Tech in 2023 with a Bachelor in Corporate Financial Management. At Virginia Tech, Mark was part of the football team where he was a kicker and named on the dean’s list.
In his free time, Mark likes to spend time working out, play golf with friends and family at International Country Club, and watch professional and collegiate sports. He enjoys traveling to new places and experiencing different cultures.
Director of Investments
Mark has 20 years of investment management experience working with high-net-worth and institutional investment clients. Mark holds the Chartered Financial Analyst ™ (CFA) designation, the industry’s most respected designation for investment management professionals. He has held positions as a Research Analyst, Director of Research, and Portfolio Manager. These positions include experience with several large bank trust investment divisions including National City Bank, Fifth Third Bank, and Wintrust Financial, as well as a leading mutual fund company, Liberty Funds Group, and an ultra-high-net-worth family office, Bass Brother Trading. Mark has also worked as a Client Advisor with Wells Fargo Advisors and Merrill Lynch. Through his experience, Mark has refined his skills in constructing investment portfolios appropriate to client goals and risk tolerances.
Mark is a graduate of the University of Wisconsin and holds a Bachelor of Business Administration (BBA) in accounting and finance and a Master of Science (MS) in finance. While outside of the office, Mark enjoys spending time with his seven-year-old children, Nathan and Lauren, and wife Kathy.
How Mark Benefits You
Mark is a member of Campbell Wealth’s investment management team and is responsible for the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation, and trading. In addition, Mark has an active role in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.
Senior Trade Associate
Xavier Tazanu is a highly skilled and dedicated professional with experience in the financial services industry. Currently serving as a Senior Trade Associate at Campbell Wealth Management, Xavier brings extensive experience in client servicing, investment management, and analytical work. With a finance background from Johnson & Wales University, Xavier has a solid foundation in financial concepts and strategies. He has a proven track record of building and maintaining strong client relationships, ensuring professionalism and efficiency in meeting their needs. In his role, Xavier plays a vital part in managing and executing trades, optimizing portfolio performance, and mitigating risks for clients. Apart from his finance experience, Xavier also has a passion for the arts, including music, movies, and books.
Quinn Archer, is thrilled to be a Trade Associate at Campbell Wealth Management and joined the team October 2023. Raised in an Air Force family, Quinn learned the values of discipline, adaptability, and resilience. These values have become the cornerstone of his professional journey. Quinn graduated in May 2022 from James Madison University with a Bachelor of Business Administration in Finance and is proud to have been part of the Lambda Chi Alpha Fraternity during his time there. His educational journey instilled in him a passion for financial management, and he is dedicated to expanding his knowledge with additional licenses and designations to better serve our valued clients.
Outside of the financial world, you'll find Quinn exploring new destinations, rolling strikes at the bowling alley, and perfecting his golf swing. These hobbies are not just pastimes but integral parts of who he is.
As Quinn embarks on this career, his goal is to combine his professional expertise with a strong sense of purpose. He looks forward to contributing to the growth and success of Campbell Wealth Management and, in turn, helping our clients achieve their financial aspirations.
Jake serves as a Wealth Advisor and offers a comprehensive approach to retirement planning. He provides guidance to prospects as they navigate the financial path leading up to and during retirement. He is always striving to help our prospects work toward an optimal financial future.
Jake is a graduate of the University of Maryland with a Bachelor of Science in economics. He holds the prestigious CFP® (Certified Financial Planner) designation from Georgetown University, in addition to life and health insurance licenses and securities licenses 7, 63, and 65. He continues to keep up-to-date with market and legislative changes that can influence the planning process for his clients.
Jake is an avid traveler and loves to attend live musical events. He also enjoys spending time on the water with family at their lake house in Southern Virginia in the summer and going snowboarding in the winter.
Engagement Program Manager
Crystal Shaw joined Campbell Wealth in June 2022 and is the Engagement Program Manager. She communicates her passion of helping others by sharing Campbell Wealth’s mission and resources with our current and future clients. Crystal...
Lahari joined Campbell Wealth Management in November 2022. As Marketing Generalist, she hopes to learn more about marketing and helping people. Lahari graduated from Virginia Tech in December 2021 and is a Northern Virginia native...
Gina Doerr is the First Impressions Specialist at Campbell Wealth Management. Prior to joining our team, she worked for the Girl Scouts of the Nation’s Capital as a Customer Care Administrative Coordinator. Gina is...
Human Resources Manager