Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

James W. Campo, our financial professional with his staff can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management
• Personal and Commercial Insurance Needs

He also can answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What’s the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?
• Is my home and auto insurance coverage accurate and priced well?

We specialize in creating an approach that is designed to address your individual situation.

Susan Hill  handles Commercial & Personal Lines of Insurance.

Kerin Seo , our Operations Manager is the financial services assistant to James Campo and the office manager.