Kathleen has an extensive business and entrepreneurial background. Prior to becoming a financial planner, Kathleen enjoyed successful careers in marketing, product development, retail, and real estate. Based on her experience as an owner or executive in these diverse industries, she typically has some personal or business experience relevant to every person she meets.
Education and Associations
- Bachelor of Arts in Economics, Agnes Scott College, Decatur, GA
- Executive Program for Financial Planning Certification, With Distinction
University of Georgia, Terry College of Business, Athens, GA - NAPFA (National Association of Personal Financial Advisors)
NAPFA-Registered Financial Advisor - Garrett Planning Network — member
James started in the financial services industry in 2000 and joined Campbell Financial in 2017. His career background includes helping ultra-wealthy families navigate the unique financial challenges inherent with wealth. Based on this experience, James is well equipped to address the many financial challenges clients face, regardless of the complexity.
Education and Associations
- Bachelor of Science in Finance, University of Florida, Gainesville, FL
- CFP® Certification Professional Education Program, College for Financial Planning, Centennial, CO
- CERTIFIED FINANCIAL PLANNERTM
- CEG Worldwide Alumni
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill requirements related to education, examination, experience, and ethics, and must complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the CFP® Standards of Professional Conduct.
Industry Associations
Dimensional Fund Advisors – Our clients benefit from access to the Dimensional Fund Advisors family of mutual funds. Dimensional follows a passive, asset-class investment approach and employs extremely efficient trading strategies. Access to DFA funds is limited to clients of select fee-only advisors who share Dimensional’s views about the efficiency of capital markets and the importance of investor education.
National Association of Personal Financial Advisors – The nation’s leading organization dedicated to the advancement of Fee-Only financial planning. Professionals who are accepted as NAPFA-Registered Financial Advisors must subscribe to a strict fiduciary oath and Code of Ethics and are required to fulfill significant continuing education requirements.
Garrett Planning Network – An international network of Fee-Only financial planners. Members bring the collective wisdom of the entire network — comprised of over 300 financial planning and allied professionals — to their own individual practices.
CERTIFIED FINANCIAL PLANNER ™ – CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.