At Campbell & Company, we are committed to:
- Providing our clients with the highest quality of service
- Our entrepreneurial style and approach
- Being responsive to current events
- Always treating everyone with dignity and respect
- Balancing professionalism and fun in a premier work environment
Financial Advisors and Insurance Professionals in Florida
Jackie R. Campbell CFP®, CPA, PFS
President & Founding Partner, Financial Advisor
Jackie Campbell is the president and founder of Campbell & Company, Wealth Advisors. She has served the Tampa Bay area since 1993 and has been a trusted advisor to families and businesses since earning her series 65 license in 2014. Her mission is to help her clients make more informed financial decisions so they gain clarity, confidence, and direction as they enter retirement while enjoying more confidence.
As founder of Campbell & Company, Jackie’s drive to combine tax planning and accounting services with unparalleled client service came to light in 1993 as one of the youngest female CPA firm owners in the Tampa Bay area. She has not only grown her successful businesses but also leveraged her experience to coach other entrepreneurs and family businesses as they grow and gain clarity about the future of the business and their succession plan.
As a CPA, Jackie realized many of her clients have a tremendous need for sound investment advice and guidance, which inspired her decision to earn her CFP® credentials. Jackie enjoys navigating the ever-changing financial landscape and integrating her knowledge to help build solid retirement plans and implement individualized investment strategies.
Education, Credentials, and Affiliations: Jackie has her B.S. in accounting from USF and is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Personal Financial Specialist. Jackie is a business leader with sponsored articles in Forbes, Fortune, CBS Sunday Morning, and local TV stations, co-host of “Beyond the Money” radio show and podcast, and the author of “My When File.™”
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Media appearances are paid placements.
The Campbell & Co. Team
Monica Haberlin
Enrolled Agent, Senior Partner, Insurance Agent
Monica Haberlin, senior partner of Campbell & Company, focuses on growing businesses, implementing tax efficiency strategies and formulating succession plans. The insight Monica has gained from decades of experience in her own family franchise businesses, as well as counseling and coaching entrepreneurs, helps her grow and scale their businesses from start-up all the way to retirement.
A creative and talented presenter, she has developed her own curriculum and provides coaching to hundreds of business owners and successful entrepreneurs. She advises them on how to build teams, manage cash flow, and, through tax efficiency planning, ways to help pay the least amount of taxes legally and keep their businesses compliant with state and federal business laws.
Education, Credentials, and Affiliations: Monica earned her B.S. in business administration and accounting from Northeastern University in Boston. She is also a featured tax and retirement strategist on CBS Sunday Morning and local TV stations and co-host of the “Beyond the Money” radio show and podcast.*
*Sponsored content
Jim Wilhelm
MSA, Enrolled Agent, Senior Partner
Jim Wilhelm, Senior Partner and Insurance Agent at Campbell & Company, is an Enrolled Agent with the Internal Revenue Service and has worked in the industry since 2001. He began his career in the accounting department at Liberty University while pursuing his undergraduate degree. From there he worked at a regional CPA firm before he relocated to Florida, worked for one of the ‘Big Four’ CPA firms in Tampa and completed his postgraduate work, eventually making a home at Campbell & Company.
Jim has a long career of working with business owners and families, helping his clients reach income growth and minimization of income taxes. Passionate about efficient tax planning, Jim’s dedication to his work is evident in his desire to get the best outcome for his clients. Jim’s goal is to find potential deductions for clients of which they may be unaware. He leverages his detailed knowledge of tax laws and intricate provisions to build upon guidance incorporated in his plans. Jim goes above and beyond to help his clients and to develop and lead his team. Jim is married to Renee, and they have three children: Logan, Jensen, and Harper. He enjoys playing and watching most sports and spending time with his family.
Education, Credentials and Affiliations: Jim has an M.S. in Accounting, is an enrolled agent with the Internal Revenue Service, serves on the boards of multiple not-for-profit organizations, and is an active leader in community networking.
Scott Campbell
Financial Professional
Scott has his health and life insurance license with the state of Florida. Familiar with the Florida Retirement System, his main area of focus is assisting public safety officers as they transition into a well-deserved retirement.
A Florida native, Scott retired from the Florida Highway Patrol as a corporal. He has over 31 years of law enforcement service and began his law enforcement career as a deputy sheriff of Walton County, Florida. He also served for seven years in the U.S. National Guard.
Education, Credentials, and Affiliations: Scott received his degree from Saint Leo University. He is a member of the Florida Association of State Troopers and the American Association of State Troopers.
Karen Lund
Marketing Specialist and Insurance Agent
Born in New York and happily settled in sunny Florida since 1976, Karen is a proud St. Leo College graduate with a B.A. in marketing.
After a fulfilling career in the property and casualty insurance industry, she retired in 2022 to embrace new adventures. Married to her best friend for 37 years, they’ve raised two amazing sons who are now married. She loves spending quality time with my family and exploring the world with her husband in their travel trailer. Her latest chapter is an exciting one, as she’s thrilled to be part of the Campbell & Company marketing team and licensed health insurance agent, combining her passion for creativity with a new professional journey!
Brooke Campbell Gay
Client Experience Manager
Brooke was born and raised in Hernando County with her brother, Jacob, and loving parents, Scott and Jackie Campbell. She now resides in a historic home built in 1903 in Brooksville, Florida, with her husband Chuck, tabby Greyson, and daughter Drew.
Her passions involve content creation, blogging, cooking, collecting vintage goods, and accessorizing.
Education, Credentials, and Affiliations: Brooke graduated from the University of Central Florida with a double major in hospitality and event management. She has extensive experience in the hospitality, events, and customer service industries.
Holly Schrader
Executive Administration Assistant
Holly is our Executive Assistant here at Campbell & Company. She brings over 20 years of customer service experience and 15 years of administrative knowledge to the table. Her expertise lies in scheduling, project coordination, and organization.
Her proactive approach and creative thinking make her a valuable asset to the company.
She has resided in Spring Hill for five years. Originally from Pennsylvania, Holly enjoys spending quality time with her husband, two children, and three dogs, as well as exploring local community events and spending time outdoors.
Kelly Rhineberger
Client Service Manager
Kelly has been with Campbell & Company since March 2022. She has over 30 years of experience in the healthcare field, most recently 25 years in an ambulatory surgery center as a system administrator.
Kelly graduated from Mount Mercy College with her bachelor’s degree in accounting and bachelor’s degree in criminal justice with a minor in finance. Kelly continues to grow professionally and looks forward to great success with Campbell & Company.
In her spare time, she enjoys traveling and spending quality time with her family. She enjoys all sports, but her favorite is baseball.
Patricia Crowley
Marketing Director
Patricia has been a resident of Hernando County since 1987. She is a small business owner, having worked for 10 years in management in the hospitality business. After a tenure of 20 years, she retired in November 2020 as the President & CEO of the Greater Hernando County Chamber of Commerce. In September 2023, she joined the team as Marketing Director.
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