As our client, you'll receive a high level of personalized service, professional delivery, and technical expertise from our team. We emphasize the importance of working with your other trusted professionals, such as an accountant or estate lawyer, to develop a comprehensive wealth management plan and ensure that your investment strategies align with all of your goals.
Jim Kampstra, APA, CIMA®, CFP®
Jim is a 2008 graduate of the prestigious Smeal College of Business at The Pennsylvania State University with a Bachelor of Science degree in finance. Jim spends his time away from work with family, enjoying the company of his wife Kelly and new baby daughter Audrey. He also likes to stay active with hiking, traveling, and skiing.
Kelly Kampstra, APR, CFP®
Kelly is a 2008 graduate of Arizona State University with a Bachelor of Science in Engineering degree. She earned a Master of Science degree from The Pennsylvania State University in 2014. Kelly spends most of her time away from work caring for her baby daughter Audrey and husband, Jim. When the opportunity does arise, Kelly can be found reading, gardening, traveling, or skiing.
In his free time Phillip gives back to the community by serving as the 1st Assistant Scout Master for Troop 128 in Chambersburg, PA. He is an Eagle Scout and enjoys hiking.
Beth is involved with the music ministry at her church and also charity work in our community. She is married and loves to spend time with her husband Scott. She enjoys motorcycling, gardening, and being outdoors.
Katie is a 2003 graduate of Case Western Reserve University with a Bachelor of Science in Materials Science & Engineering. Katie enjoys being a mostly stay-at-home Mom to her two children, Giada & William, and spending time with her husband, Chip. Her interests include leading a local moms & kids group, crafting, cooking & baking.