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 along with his staff can help you address:

• Investment principles and strategies
• Retirement investment 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 towards saving for college?
• What are the elements of a sound estate strategy?
• Do I currently have enough life insurance for my family?
• Is my home and auto insurance coverage accurate and priced well?

We specialize in creating a personalized approach that is designed to address your needs.

Campo Financial Services staff

Susan Hill, Vice President, handles all Commercial & Personal Lines of Insurance.

Kerin Seo, Bookkeeper, Manages accounts payable and receivable

Lacey Holt,  Investment Services Operations Manager, Supports financial operations and client services