For over a decade, Kevin has leveraged his wealth management, retirement, tax and legacy planning, and college funding savvy into helping clients tackle complex money issues and empowering them with financial literacy. His ability to quiet the noise and balance the polarization often heard in money circles have made him a frequent commentator for media outlets such as U.S. News & World Report, ABC, CBS, and Fox, among others. Kevin Campbell utilizes various investments and strategies with clients to help them pursue specific goals, a work-optional lifestyle among them. By blending a mixture of stock market tools alongside accounts with guarantees while keeping a keen eye on taxes, Kevin strives to provide his clients confidence knowing that their accounts are invested within the risk tolerance and operating efficiently. Kevin founded the firm in 2009 after exiting a successful career in technology. 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, exploring the beautiful Pacific Northwest, & racing sailboats with his wife.
When Christine Campbell works with her clients, she strongly believes in educating them with “the Heart of a Teacher” to help them understand their retirement plan and what it takes to work toward their goals. She joined the firm at its founding in 2009. Christine and her husband, Kevin, have been together for 30 long, long years and have two wonderful children, Lindsay & Quinn. She enjoys spending time with her family, exploring the beautiful Pacific Northwest, & racing sailboats with her husband.
Director of Client Services
Traci Selby 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.