Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Kelly Campbell is a comprehensive financial planner with a focus of retirement planning and asset preservation for families and retirees. She is well recognized in the community and has been assisting families and retirees reach their financial, retirement, and estate planning goals for over 30 years. She has built a reputation with her colleagues and clients as a problem solver while providing exceptional customer service.
Prior to founding KC Financial Associates Kelly, served as President of Freedom Financial Group. Using a unique educational based planning approach, Kelly has been recognized as one of the Delaware Valleys top businesswomen in the industry every year since she became the president of Freedom Financial Group in 2000. In addition to being an expert in retirement planning, her experiences as a woman in the financial industry, have also helped her relate to many female retirees. Half of American women over age 65 are either widowed or divorced, and are tasked with handling their finances alone for the first time. Many of these women in Delaware Valley, Lancaster County, and Berks County have come to Kelly Campbell for help.
Kelly’s goal is to build trust and help clients achieve financial well-being by following two guiding principles: integrity and honesty. She truly works with her clients and together creates a real plan that is suitable for their needs. “My greatest satisfaction is knowing that my clients can have a greater sense of confidence because they are thoroughly knowledgeable of the plans and programs that we create,” Kelly says. As a matter of fact, before considering even implementing any of her recommendations – she makes sure of it!
Nigel is a consumer advocate for investors, a financial literacy educator, retirement planner, and father. Raised by an accountant and a nurse, one taught him the value of financial organization, the other the importance of good health. It was his mother who inspired him to become a financial planner back in 1998. She is a hospice nurse, and has helped hundreds of people, and their families, in their last days. She has seen people die with nobility and grace, as well as with fear and regret.
Nigel offers fee-only holistic financial planning and comprehensive wealth management, with a passion for Socially & Environmentally Responsible Investing. Though by conventional definition he is a Financial Planner, at his heart he is a consumer advocate, helping his clients make informed financial decisions and take control of their financial future.
Nigel lives with his spouse, Shay, and their two boys Jonas and Rafi, in Tucson, Arizona. He has clients in almost every state and is comfortable meeting in-person in his downtown Tucson office, or online via internet conferences.
Quote: “Success is where preparation and opportunity meet.”
I have been a financial advisor for over 19 years serving individuals, families, and small businesses. I truly enjoy sharing ideas and spending time with my clients as we work through all of the possibilities for their futures to help bring clarity to what is often a very complicated subject. My greatest moments of admiration have often come while working with my clients to set their goals, create a roadmap, and help them accomplish their dreams.
If I am not working you can often catch me spending time boating with my amazing wife and son. In the fall I can be found playing in my men’s soccer league or coaching the girls varsity soccer team at a local high school.
Vivian has 40 years of experience in the financial services industry. Becoming an independent agent, simply means that I am not bound or restricted to use certain proprietary or company sponsored products.I have thousands of financial products available to me than I can use to best fit your unique financial situation and goal.This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these
Products as well as a technology platform that helps me be efficient in the day to day activities.But
most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next you should know that you are very important to me.My livelihood resides in the satisfaction
of my clients.I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Independent contractor of Money Concepts International, Inc.
All Securities Through Money Concepts Capital Corp.Member FRINA/SIPC
Partner at Keystone Financial Group, College Planning Specialist
Ryan has been in the financial services industry over 11 years. As a Certified Financial Fiduciary ®, CFF Ryan takes pride in helping others plan for their financial futures by avoiding wealth transfers and conflicts of interest. He is a leading college planning specialist in the Columbus area and holds a B.A. from the University of Dayton. Before entering the financial services arena, Ryan played professional baseball for 3 different MLB organizations (Toronto Blue Jays, Texas Rangers and Philadelphia Phillies) spanning 10 years.
Ryan conducts free educational college planning workshops throughout the Columbus area and beyond. He also consults individually with parents and students to help them improve their financial aid picture and pay for college on a tax-favored basis. In addition to his college planning practice, Ryan works with families who want to improve their long-term retirement picture and strategizing on the distribution of their estate.
What sets Ryan apart is his client centric, easy to understand approach.
Ryan lives in Pickerington with his wife and their three children. He enjoys spending quality time with his family, travel and coaching his kid’s sports. He participates in his local church and currently helps lead a high school bible study ministry.
Anthony "Tony" Carini is President and Founder of Diversified Wealth Strategies, LLC and an Investment Advisor Representative of Woodbury Financial Services, Inc. With over 33 years of experience, Tony specializes in helping individuals and businesses with asset accumulation, retirement, estate planning, financial education and insurance services.
Brian has over 10 years of experience in the insurance and financial service industry. He has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian assists his clients with many areas of retirement planning and investments.
He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets.
Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors.
Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and volunteering at his church.
After 12 years as a small business owner, Cynthia began her career as a financial advisor in 1992 at A.G. Edwards & Sons, Inc.She established Family Legacy Partners, Inc. in 2012 as an independent investment and advisory firm delivering the high-touch client service and disciplined portfolio management that is the hallmark of her practice.Her domestic clients reside in the 22 states where she is currently registered.
Cynthia earned her M.A. from Vermont College of Norwich University.She served on the Board of Brattleboro Area Hospice from 2011 to 2017 and is a former long-term Board Member and Chair of the Wells Educational Trust.She lives in Greenfield, MA.
Roy Jerrolds has been in the financial services industry for over 20yrs and in the capacity as a Financial Advisor for 18yrs. Roy is dedicated to developing true relationships with his clients. Roy served his country in the United States Marine Corps for over 7 years. He’s been married for 19yrs to his amazing wife Heather and live in Brentwood with their five children.
Greg is and Investment Professional and Branch Office Supervisor having over 20 years of experience in the investment industry as well as a tax specialist holding a B.S. & M.B.A with offices in Austin and San Antonio, Texas. As a Certified Financial Fiduciary (CFF), Greg specializes in using a holistic approach to investment and retirement planning to help one attain their life-long goals. Please explore the Video page his web site www.AustinInvestmentPros.com for a quick overview on his approach to making this attainable and understandable. Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Entities named herein are not an affiliate of NEXT. To view other important client information, visit www.NextFinancial.com. Any posts on this site may not reflect the views or opinions of NEXT.
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