Michelle Campbell

Director of Investment Management - CFP®

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Joel Baumgarten

Jeff Clark

Michelle leads all investment research and manages the team that monitors and implements our portfolio strategies. With over 20 years of experience, Michelle relies on that knowledge to determine how we invest throughout all market cycles. She is also a valuable resource for complex financial planning, tax, or investment-related situations. No challenge is too big for Michelle to tackle.

Q & A

What are the 3 words that people use to describe you?

Determined, Focused, Driven

Q & A

What’s one piece of timeless advice you often share with clients navigating wealth?

Do not hesitate to seek the guidance of qualified professionals when navigating wealth. Having a trusted source to walk with you through the journey is priceless.

Q & A

What motivates you in your work?

It is rewarding to watch clients progress toward their financial goals, knowing their investments are something they don’t have to fret over.

Q & A

When you are not in the office, what are you most passionate about?

I especially love engaging in Bible studies and, overall, staying active. With our twin sons, Jonathan and Jacob, off at college, my husband, Tom, and I have developed a passion for long-distance running and are frequently planning for the next marathon!

Q & A

If you could instantly master one skill outside of finance, what would it be?

Music has been an important part of my life—I’ve played several different instruments and sung over the years. One dream of mine is to be a classical pianist. I just need to learn to play the piano with more than a couple of fingers first!