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 contracted through a special collaboration with Randy Scritchfield & Associates.
erica nolan
REGISTERED CLIENT SERVICE ASSOCIATEErica’s primary responsibility is working with clients to open new accounts. She also provides assistance in executing trades and other transactions.
April Pamplin
CLIENT SERVICE ASSOCIATEApril handles daily requests including check deposits, money movement and assists with all administrative aspects of the office including new account opening.
Teresa Jerman
CLIENT SERVICE ASSOCIATETeresa assists with processing beneficiary and address changes as well as establishing bank links.
Christina Zyla
REGISTERED CLIENT SERVICE ASSOCIATEChristina’s primary responsibility is report preparation and analysis. She is also able to provide assistance in executing trades and other transactions.
Jenn Chucoski
CLIENT SERVICE ASSOCIATEJenn assists with scheduling and confirming client appointments. She also assists with marketing compliance matters.
Kathy Scritchfield
BUSINESS MANAGERKathy assists with non-client facing tasks such as licensing, compliance and accounting.
Erica Nolan
REGISTERED CLIENT SERVICE ASSOCIATEErica’s primary responsibility is working with clients to open new accounts. She also provides assistance in executing trades and other transactions.
April Pamplin
CLIENT SERVICE ASSOCIATEApril Pamplin handles daily requests including check deposits, money movement and assists with all administrative aspects of the office including new account opening.
Teresa Jerman
CLIENT SERVICE ASSOCIATETeresa Jerman has been in administration support since 2006. In addition to beneficiary and address changes, Teresa also establishes bank links and files disclosures.
Christina Zyla
CLIENT SERVICE ASSOCIATEChristina Zyla began working in financial services in 2005. Christina’s primary responsibility is report preparation and analysis. She is also able to provide assistance in executing trades and other transactions.
Jenn Chucoski
CLIENT SERVICE ASSOCIATEJenn Chucoski assists with scheduling and confirming client appointments. She also assists with marketing and compliance matters.
Kathy Scritchfield
BUSINESS MANAGERKathy Scritchfield began working in the business in 1984. Kathy assists with non-client facing tasks 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
Book A Free Consultation
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED
BOOK A FREE CONSULTATION
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED