Broker Check

About The Team

Kevin Campbell

Wealth Advisor

For more than a decade, Kevin has skillfully employed his experience in wealth management, retirement planning, tax strategies, and legacy planning to guide clients through intricate financial challenges while also imparting valuable financial knowledge. He excels at cutting through the noise and finding equilibrium in the often-divisive world of finances. This proficiency has made him a sought-after commentator by renowned media outlets such as U.S. News & World Report, ABC, CBS, Fox, and others.

Kevin employs a diverse range of tools and strategies to assist clients in reaching their specific objectives, including the pursuit of a work-optional lifestyle while maintaining a vigilant focus on taxes.

Establishing the firm in 2009 following a successful technology career, Kevin's deep experience and insights continue to drive the success of his financial endeavors.

Kevin and his wife, Christine, have been together for 30 short wonderful years and have 2 children, Lindsay & Quinn. He enjoys spending time with his family and exploring the beautiful Pacific Northwest.

Traci Parish

Director of Client Services

Traci Parish is the one that keeps the whole team in sync. Traci joined the firm in 2014. She is the proud mother of two sons, Corbin & Ashton. She enjoys travel, backpacking & hiking, and exploring the Pacific Northwest. 

Lindsay Campbell

Administrative Assistant


Lindsay Campbell · Administrative Assistant

Lindsay provides administrative support and is the coordinator for our Kitsap Matters podcast.  She keeps the front of the office running smoothly and ensures a warm, welcoming environment for clients as they engage with the team. 

Personal Bio:

Lindsay lives in Poulsbo, WA. She spends her time reading, sailing, and flying as she works towards becoming a professional pilot.