Jacob Campbell, CFP, CLU
Jacob leads every planning conversation and oversees the strategy for every client on the team. His job is the big picture: making sure your investments, tax strategy, insurance, and estate plan are all working together as one coordinated plan.
He got into this work for a reason. Jacob grew up watching his dad run a successful mortgage company. When the 2008 financial crisis hit, his family lost almost everything. The finances broke down first, and the rest followed. That experience shaped everything about how he approaches this work. He never wanted another family to go through what his went through, especially one that had worked hard to get ahead.
Jacob has been doing this for over a decade. He holds the CFP and CLU designations and as a fiduciary is legally required to put his clients' interests first. What drives him is helping people feel in control of their financial future, not just informed about it.
Outside of work, Jacob is married to Nichelle and is a dad to a growing family in North County San Diego. He's a triathlete who recently finished his first half Ironman and is already training for the next one, and a Padres fan who will gladly talk baseball if you give him the chance.
Anthony Surataruna
Anthony is the relationship anchor on this team. He handles most day-to-day client communication, stays on top of what's happening with your plan, and makes sure nothing slips between conversations. When you have a question or need to work something out, you'll hear from Anthony.
Clients who work closely with him consistently describe the same thing: they feel like things are under control. That's not an accident. Anthony brings deep technical knowledge and a calm, organized presence to every interaction, whether he's preparing planning documents, following up on action items, or coordinating with outside professionals on your behalf.
Outside of work, Anthony is married to Erin and is a dad to a daughter and newborn son. He's also the physically strongest person on the team, a fact Jacob finds amusing and Anthony considers a personal responsibility.
Reed Puzzitiello, MBA
Reed is the one making sure every meeting leads somewhere. He prepares the files, takes the notes, collects what needs to be collected, and coordinates the moving parts between your plan and the people involved in it. Nothing gets discussed and forgotten when Reed is in the room.
He joined the team with an MBA and a background built for the details that matter in financial planning. He works alongside Jacob in discovery conversations and brings additional depth to the planning process as the team continues to grow.
When he's not working, Reed is training for triathlons, out on his bike, or on the water in the Gulf of Mexico chasing tarpon. He's a die-hard Auburn Tigers and Tampa Bay sports fan who takes the early morning starts and the unpredictability of fishing just as seriously as the catch itself.
Caroline Arnett
Caroline is usually the first voice you hear from the team, and the person making sure everything behind the scenes runs without a hitch. Scheduling, documents, logistics. She takes care of the details so you don't have to think about them.
If you've ever worked with a financial team and felt like things were slipping or nobody was following up, Caroline is the reason that doesn't happen here. She's warm, organized, and genuinely invested in making sure every client feels taken care of from the very first interaction.
Outside of work, Caroline stays active through the gym, paddle boarding, and hikes with her dog. She's also involved in her community working with autistic children through clinics, respite care, and camps, and she makes pottery when she has the time.