Meet The Team

Built for the Builders

We’re a specialized planning team within Westpac Wealth Partners, focused exclusively on business owners and professionals who have more to manage—and more to lose.

Our Mission

To deliver financial clarity, confidence, and control to ambitious people who are building something bigger—whether it’s a business or a career.

We help simplify complexity, reduce risk, and create a clear path forward.

Jacob Campbell, CFP®, CLU® – Lead Financial Planner

Jacob leads the team with a singular focus: to help clients make smarter decisions that protect what they’ve built and align with what they want next.
He brings deep experience in insurance, investments, equity comp, and exit planning. And as a business owner himself, he speaks your language.

Anthony Surataruna – Financial Professional

Anthony is our detail driver—handling financial modeling, plan coordination, and client implementation with speed and precision.
He’s the quiet operator who ensures every piece of your plan moves forward efficiently.

Caroline Arnett – Executive Assistant

Caroline keeps the entire engine running. She manages scheduling, service follow-ups, and makes sure your experience is seamless, timely, and on track.

Our Planning Philosophy

We work as a unit, leveraging our collective experience to help ensure every business owner receives proactive, personalized support. Whether we’re reviewing insurance needs, investment strategies, or business continuity, each member of the team contributes meaningfully to your success.

Collaboration with Specialists

Our team also coordinates with estate attorneys, CPAs, valuation specialists, and other professionals within the Westpac ecosystem to ensure your plan is fully integrated across disciplines.