CJC WEALTH MANAGEMENT & CJ CAMPBELL & ASSOCIATES - Key Persons
Alyssa specializes in working with young professionals, executives, & business owners to develop insurance strategies. Alyssa 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.
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. With the subsequent formation of CJC and CJCWM Wealth Management he and his team are able to provide a comprehensive suite of 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.
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.
Joey is part of our investment team. Joey has over twenty years experience in the financial services industry and . He has worked in both advisory and servicing roles at MetLife, Merrill Lynch and most recently Northwestern Mutual Life where he directed financial planning and training efforts.
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.
Leta is a partner affiliate. She 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.