Broker Check

Our Team

Meet Our Team

Executive Team

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

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.

Kim 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 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.

Denise Ramsey

Chief Operating Officer

As Chief Operating Officer, 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.

Wealth Management Team

Meghan Lusk, CFP®

Director of Wealth Management

Meghan Lusk is a graduate of Virginia Tech with a Bachelor of Science in finance and marketing management. She 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.

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.

Rich Clement, CFP®

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.

Tyler Frech, CFP®

Senior Wealth Manager

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.

Frances Fang CFP®, CPA

Wealth Manager

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. 

Ian Prymak, CFP®, CFA®, EA

Wealth Manager

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. He recently achieved his Enrolled Agent (EA) designation in 2023. 

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 Robinson, CFP®

Wealth Manager

Nathan Robinson earned his Bachelor's degree in Finance from the University of Detroit Mercy's School of Business. Nathan has seven years of experience providing comprehensive financial planning to individuals, families and businesses. He earned his CFP® designation in 2022. Nathan has proven ability to build and retain profitable client relationships in increasingly changing environments. He is a skilled negotiator who resolves complex situations, delivering creative solutions that enhance client relationships. 

Prior to his career in finance, he played professional soccer for five years, playing for teams in multiple states, as well as in Europe. Nathan is married to his wife, Maci, and resides in Richmond, Virginia with their dogs, Myla and Tess. In his spare time he loves to golf, hike, travel, and try almost any food. Nathan is a member of Richmond’s astronomical society and is a member of the First Tee of Greater Richmond’s volunteer staff.

Trish Piggott

Client Services Manager

Trish Piggott assists clients with their service needs, works with the entire Client Service Team to develop procedures, and provides training to ensure consistent, excellent service standards for all of our clients. She holds a Series 7 License. 

Trish grew up in New York and earned her Bachelor of Science degree in Marketing from SUNY Oswego where she was a member of the Equestrian Team. Trish then moved to the NOVA area in 2008 to begin her career in DC. In her free time, Trish enjoys gardening, baseball related activities with her family, walking her dog Boss and cooking.

Loy Agno

Senior Client Service Associate

Loy Agno graduated from Towson University with a Bachelor of Arts in Business Administration. Loy has nearly twenty years of experience in the financial field. As a Senior Client Service Associate Loy provides a wide variety of support services to the Wealth Management team. He follows established procedures to perform standard tasks, resolve questions and problems, and has routine contact with clients and vendors to obtain, clarify, or provide facts and information. Loy is dedicated to helping Wealth Managers and the firm’s clients.

Outside of work he enjoys spending time with his children and supporting their love of sports, riding motorcycles, and practicing jitsu. Loy is also an outdoor enthusiast. He loves going kayaking and fishing.


Braxton Good

Client Service Associate

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.


Clay Holden

Client Service Associate

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 Applegate

Client Service Associate

Mark 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. 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.

Matthew Barte

Client Service Associate

Matthew Barte graduated with dual concentrations in Economics and Finance from Babson College, where he was also a first chair violinist. As a Client Service Associate he is responsible for assisting clients with their account servicing needs while enhancing and maintaining strong client relationships. Matthew is looking to get his series 7 license and eventually receive a CERTIFIED FINANCIAL PLANNER™ designation. 

In his free time, Matthew enjoys spending time with family and friends, watching his hometown Los Angeles Lakers, trying new restaurants, and attending boxing classes.

Investment Team

Mark Wagner, CFA®

Director of Investments

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.

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.

While outside of the office, Mark enjoys spending time with his twins, 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.

Xavier Tazanu

Senior Trade Associate

Xavier Tazanu has a finance background from Johnson & Wales University. He is a highly skilled and dedicated professional with experience in the financial services industry. 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. Currently serving as a Senior Trade Associate at Campbell Wealth Management, Xavier brings extensive experience in client servicing, investment management, and analytical work. 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

Trade Associate

Quinn Archer was raised in an Air Force family and 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.

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. He has the series 65 and Securities Industry Essentials (SIE). 

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.

Wealth Advisory Team

Jake Rawlings, CFP®, EA

Wealth Advisor

Jake is a proud alumnus of the University of Maryland, holding a Bachelor of Science degree in Economics. He takes a comprehensive and client-centric approach to retirement planning with a focus on taxes. Jake has furthered his expertise by achieving the esteemed CFP® (CERTIFIED FINANCIAL PLANNER™) designation from Georgetown University.

With a passion for guiding individuals along their financial journey leading up to and during retirement, Jake has dedicated the last 12 years to helping clients work toward their optimal financial future.His commitment to providing top-notch financial guidance is underscored by his possession of life and health insurance licenses, as well as securities licenses 7, 63, and 65. Jake remains vigilant in staying updated on market trends and legislative changes that can significantly impact the financial planning process for his clients.

Beyond the realm of financial planning, Jake is an enthusiastic traveler, always seeking new horizons and experiences. He finds joy in attending live musical events, appreciating the harmonious melodies that enrich life. During the summer, he relishes the serenity of spending quality time with family at their lake house in Southern Virginia. As the seasons change, he embraces the thrill of snowboarding in the winter, carving through the snow-covered slopes.


Nathan Blumenschein, CFP®

Wealth Advisory Associate

Nathan Blumenschein is a Wealth Advisor renowned for providing thorough, client-focused retirement planning. Nate holds a bachelor's degree in business administration from Marymount University and a master's degree in finance from American University, emphasizing his commitment to financial excellence. 

Nate has earned the esteemed CERTIFIED FINANCIAL PLANNER™ designation, further solidifying his credentials in the field. With an extensive tenure in the wealth management industry (2011, 2017-present), Nate is dedicated to helping clients bring their dreams to life through meticulous financial planning. Possessing Series 7, 63, and 65 licenses, Nate ensures he stays abreast of industry developments, diligently monitoring market trends and legislative changes that could impact his client's financial strategies. 

As a Wealth Advisor, he is driven by a genuine commitment to empowering clients in achieving financial success and securing a fulfilling retirement. His overarching goal is to assist everyone in mapping out their dreams and turning them into reality through expert financial planning guidance. 

Beyond his professional pursuits, Nate is a dynamic individual with many passions. He actively engages in soccer, both through coaching and playing, partakes in ski trips in the winter, and enjoys lake excursions during the summer. Nate explores the U.S. while playing Australian rules football and finds tranquility in fishing Pennsylvania's streams with his father. Additionally, he embarks on weekend trips to savor live music experiences. 

Mary Ellen Crisp

Transitions Associate

Mary Ellen 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.

Jaylen Thomas

Transitions Associate

Jaylen Thomas graduated from James Madison University with a Bachelor of Science in Psychology. He has over two years of payroll and operations experience. Jaylen has audited hundreds of records over the years and knows the importance of the “little” details. He is responsible for assisting with seasonal tasks, RMDs, client engagement/retention and client events. Jaylen is looking to build more experience in the industry, and to eventually earn his CFP.  

In his free time Jaylen enjoys playing flag football and is a former collegiate Rugby player. The tenacity and work ethic he developed from his sports background is reflected in his professional mindset. When not working out, Jaylen may be found behind a camera, working on a new filmmaking project.

Marketing Team

Kelly Stock

Marketing Manager

Kelly Stock is a graduate of University of Maryland with a Bachelor of Science in Marketing and Business. She manages the coordination and execution of the firm's marketing plan utilizing various mediums and activities including prospect events, client retention events, email, direct mail, website, advertising, social media, publicity, etc. Kelly is a multi-disciplined marketer dedicated to delivering a unified voice that attracts and engages clients. She has vast experience managing across multiple departments, working with multiple stakeholders, and managing deliverables and deadlines to ensure that marketing objectives are met.

In her spare time she enjoys going to the Washington Capitals games, DIY projects, fishing, and other outdoor activities.



Crystal Shaw

Engagement Program Manager

Crystal Shaw is an experienced events manager with a proven track record in planning, executing, and enhancing event experiences. With over 10 years of expertise with executive level event planning and client engagement, she excels in increasing attendance, revenue, and stakeholder engagement while fostering team collaboration. Currently serving as Engagement Program Manager at Campbell Wealth Management, Crystal leads strategic program management while successfully negotiating contracts, managing budgets, and implementing strategies that led to significant revenue growth. Crystal's dedication to excellence and her ability to deliver unique and memorable events make her a valuable asset to any organization.

Crystal is a military spouse and proud mother of two amazing little girls and two puppies. She moved with her family to Alexandria from Colorado. A true East Coaster, Crystal grew up in Pennsylvania and lived in Maryland for over 10 years. Her hobbies include painting, skiing, traveling, and any activities at the beach.

Lahari Bucchammolla

Marketing Generalist

Lahari is a key member of the Marketing team as she manages projects related to client and prospect events, marketing collateral, tracking marketing measurements and updating key platforms. She graduated from Virginia Tech with a Bachelor of Science in Psychology. 

Lahari is an alumna of a S.T.E.M.-based sorority. You can find her listening to podcasts or reading books in her free time. Lahari also has a knack for cooking up something great in the kitchen and loves to host her friends and family. Her main goal in life is to help others as much as others have helped her. If you have any coffee or wine recommendations, please let her know!

Bethany Ramirez

Marketing Coordinator

Bethany Ramirez is responsible for the management of leads and our database to ensure
complete contact profiles and data accuracy. In conjunction, she is responsible for working the
prospecting events and the post-event follow-up with leads/prospects through and until the prospect is
moved to the new client transition phase.

Bethany applies her passion for creativity and continuous improvement through her work, as well as her current pursuit of a Project Management Professional (PMP®) certification.

Having grown up in northern New Jersey, Bethany is still discovering the unique quirks about life in NOVA. In her free time, she enjoys trying the best food spots all over the DMV, hopping on her paddleboard, and spending quality time with her husband and pup.

Operations Team

Melanie Bennett

Human Resources Manager

Melanie Bennett received a Bachelor of Science in Speech Language Science and Technology from Northern Arizona University. She has a Diversity, Equity and Inclusion certification from Cornell University. Melanie is an experienced Human Resource Manager with years of industry experience overseeing the Human Resources department and working to implement programs and changes that enhance the firm. 

Melanie is married to a career United States Marine and together they have one daughter. In her spare time she enjoys traveling, reading, cooking, and spending time with family and friends.

Ben Hanson

Tech Liaison

Ben Hanson graduated from the University of Wisconsin - Green Bay with a Bachelor of Science in Computer Science.

He has successfully led a CRM migration to Salesforce and serves as the System Administrator for the firm. His expertise in creating flows, reports, and dashboards has enhanced usability and productivity across the organization. Ben is also responsible for promoting and monitoring user adoption while providing training in the firms tech stack for all users of the firm. He provides continuous analysis and administration of Salesforce.com platform while serving as a liaison between teammates and vendors.

Ben lives in King George, VA with his wife and their children. He enjoys tinkering, cooking, gardening, gaming with his boys, and listening to audiobooks.

Felicia Porter

Staff Accountant

Felicia joined Campbell Wealth Management’s Operations Team in July 2022 as the Staff Accountant.

She attended Northern Virginia Community College and has over 25+years of experience in Finance, Administration, and Customer Service, making her a great addition to the CWM team!

Still very much a proud Jersey Girl, she now considers herself a Virginia “transplant” due to the many years she and her family have lived in the DC Metropolitan area.

She loves spending time with her close-knit family, visiting museums, and is passionate about volunteer work, being most proud of her family’s work with young adults with Intellectual and Developmental Disabilities (IDD).

Gina Doerr

Office Coordinator

Gina Doerr graduated from James Madison University with a Bachelor of Arts in English. Gina's background in performing general administrative responsibilities such as maintaining office equipment and communication systems, implementing office policies, and coordinating meeting and special events has made her a great asset to Campbell Wealth Management. She excels at coordinating projects, overseeing phone and filing systems, and providing exceptional service while partnering with all levels of management to support firm objectives. 

Gina lives in Alexandria, VA and is an avid reader. In her spare time she also enjoys watching her large collection of classic films and NFL football.

Amanda Cetel

Operations Associate

Amanda Cetel graduated from Old Dominion where she studied Psychology and Business Management. Amanda is a self driven operations associate. She is skilled at performing various office/administrative duties, such as coordinating meetings, maintaining calendars and schedules, filing documents, and maintaining company correspondence. 

A native of Northern Virginia, Amanda and her family currently reside in Prince William County.  Her three children keep her busy with travel soccer and extra-curricular activities. In her spare time, she enjoys live music, volunteering, and spending time with friends and family.