Skilled finance professionals here to serve you
Skilled finance professionals here to serve you
To support our advisory services, we have a fully dedicated staff here to serve our valued clients. In addition to our staff in Damascus, we have many other local resources we work with, including attorneys, accountants, insurance specialists and the staff at Securities America (which has more than 500 employees) that we consider part of our team. We look forward to working with you.
To support our advisory services, we have a fully dedicated staff here to serve our valued clients. In addition to our staff in Damascus, we have many other local resources we work with, including attorneys, accountants, insurance specialists and the staff at Securities America (which has more than 500 employees) that we consider part of our team. We look forward to working with you.
meet our team
meet our team
Staff support provided as part of a special collaboration with Randy Scritchfield & Associates.
Staff support provided as part of a special collaboration with Randy Scritchfield & Associates.
Sharon Mott
SENIOR CLIENT SERVICE ASSISTANT
Sharon Mott has been in financial services support since 1997 and handles daily requests from clients, ranging from administrative aspects of investment accounts to overseeing the death claim process.
Teresa Jerman
CLIENT SERVICE ASSISTANT
Teresa Jerman has been in administration support since 2006. In addition to beneficiary and address changes, Teresa also establishes bank links and files disclosures.
erica nolan
REGISTERED ASSISTANT
Erica Nolan has been in the financial industry since 2003. Erica’s primary responsibility is working with clients to open new accounts. She also provides assistance in executing trades and other transactions.
Christina Zyla
REGISTERED ASSISTANT
Christina Zyla began working in financial services in 2005. Christina’s primary responsibility is preparing client review meeting support. Her position allows her to help execute trades and other transactions.
Jenn Chucoski
MARKETING ASSISTANT
Jenn Chucoski has been in marketing since 2006. Jenn’s primary responsibility is community and client outreach, including mass email correspondence and general marketing efforts.
Kathy Scritchfield
BUSINESS MANAGER
Kathy Scritchfield began working in the business in 1984. Primarily, she works on non-client matters such as licensing, compliance and accounting.
sharon mott
SENIOR CLIENT SERVICE ASSISTANT
Sharon Mott has been in financial services support since 1997 and handles daily requests from clients, ranging from administrative aspects of investment accounts to overseeing the death claim process.
Teresa Jerman
CLIENT SERVICE ASSISTANT
Teresa Jerman has been in administration support since 2006. In addition to beneficiary and address changes, Teresa also establishes bank links and files disclosures.
erica nolan
REGISTERED ASSISTANT
Erica Nolan has been in the financial industry since 2003. Erica’s primary responsibility is working with clients to open new accounts. She also provides assistance in executing trades and other transactions.
Christina Zyla
REGISTERED ASSISTANT
Christina Zyla began working in financial services in 2005. Christina’s primary responsibility is preparing client review meeting support. Her position allows her to help execute trades and other transactions.
Jenn Chucoski
MARKETING ASSISTANT
Jenn Chucoski has been in marketing since 2006. Jenn’s primary responsibility is community and client outreach, including mass email correspondence and general marketing efforts.
Kathy Scritchfield
BUSINESS MANAGER
Kathy Scritchfield began working in the business in 1984. Primarily, she works on non-client matters such as licensing, compliance and accounting.
OUR COMPETITIVE EDGE
In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.
In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
CONTACT US
OUR COMPETITIVE EDGE
In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.
In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.
CONTACT US