About Jackie
Campbell & Company Founder
Jackie Campbell
Jacquelyn R. Campbell is a financial advisor who believes money should be a source of freedom, not stress. With more than twenty years of experience guiding individuals and families, she has seen that the real power of financial planning lies not in numbers alone but in the confidence and joy it creates. Jacquelyn helps her clients celebrate life’s milestones — big and small — turning progress into what she lovingly calls “confetti moments.”
As the founder of a thriving advisory practice, she has built her career on helping people prepare for the future while staying grounded in what matters most today. Her work blends practical financial strategies with heartfelt conversations about values, legacy, and purpose. She knows that being financially prepared is not just about dollars and cents, but about creating a meaningful life filled with clarity and celebration.
Her new book, Beyond the Money, reflects this philosophy, encouraging readers to look beyond the money and embrace a more joyful, intentional approach to financial planning. Through approachable guidance and real-life insights, Jacquelyn shows that success is not measured by balance sheets alone, but by the milestones and memories made along the way.
When she’s not working with clients or writing, Jacquelyn can often be found mentoring, speaking, or cheering on others as they achieve their goals. For her, the greatest reward is helping people discover that financial preparedness isn’t about restriction — it’s about creating the space to fully enjoy the moments that matter.

Awards & Acknowledgements




