About Our Firm

Here’s our story. We look forward to hearing yours.

CJ Campbell & Associates

Chris Campbell

Founder and CEO

Chris’s twenty year plus career spans from working at large companies such as John Hancock to starting and subsequently selling his own company before consolidating his expertise into forming CJ Campbell & Associates in 2010.  He and his team provide highly individualized retirement planning and wealth management services. Chris has been a highly regarded speaker in the Washington DC Metro area for quite some time. He has been a guest speaker at various universities, hospitals, agencies, and associations. He continues to volunteer his time and can frequently be found hosting retirement seminars for both Federal and local Government agencies. 

Mel Caro

Mel manages the daily operations of the firm, directs all marketing and new business efforts, and is also in charge of all seminars and events. Mel graduated from New York University’s Leonard Stern School of Business with a Bachelor of Science degree in finance.

Arthur Stein, CFP ®   

CJ Campbell and Associates works with Arthur Stein, founder of Arthur Stein Financial, LLC, to bring clients a full suite of investment choices. Arthur is a Certified Financial Planner® with more than 25 years of experience in investment management and financial planning. He is a member and former board member of the Financial Planning Association of the National Capital Area. Arthur has written many articles and is an adjunct professor at Montgomery College where he teaches courses on investing and financial planning. Federal News Radio frequently interviews Arthur about investing in the TSP.  NOTE: Mr Stein is neither an affiliate nor an employee of CJ Campbell and Associates. Additional information can be obtained at www.arthursteinfinancial.com

La’Mont J. Baxter

La’Mont is a financial advisor affiliate with our team. His extensive experience in financial services follows a distinguished career serving his country as a United States Marine, then his city as a Homicide Detective with the Metropolitan Police Department.

Jack Voight

Jack is a financial advisor affiliate with our team. He began his career immediately upon graduating from University of Maryland and has been helping clients achieve their financial goals through protection planning, income under management, wealth accumulation and retirement distribution strategies.

Alyssa Evering

Alyssa is a financial advisor affiliate with our team. She completed her undergraduate and graduate studies at The University of Connecticut and was also a D1 athlete in Track & Field. She spent the early part of her career working for a trading and investing education company and now specializes in working with young professionals, executives, & business owners

Erin Davidson

Erin manages our underwriting and processing team, working with clients each step of the way to navigate paperwork and transfers, acting as an invaluable liaison between the client, our team and our carriers. She has executive level administrative expertise as well as several years working in client relations.

Kristal Bryant

Kristal manages scheduling and meeting prep for all advisors. She brings extensive expertise to the team, with experience working to manage events, budgeting and facilities for a variety of companies. 

Chris King

Chris works behind the scenes not only in customer support but also in training new advisors. Chris received his bachelor’s degree from Loyola University Maryland in political science with a minor in business.

Leta Blank

Leta counsels clients on Medicare, guiding them through the process and consulting them on the choices they have and the options that will best serve their needs. Leta spent over 25 years as Director of the State Health Insurance Assistance Program (SHIP) and the Senior Medicare Patrol Program (SMP) under a grant from the Centers for Medicare and Medicaid Services for University of Maryland/State of Maryland.


 

Schedule a Meeting

Contact us at info@cjcwealth.com or call us at 301.761.3880