Office Staff BIO

Fred Campbell Sr., President & Advisor

Fred first entered the financial and insurance business in 1969. Since that time, Fred has been involved in businesses that place the client's best interest first. With a degree in business, he has done this with integrity, honesty, and compassion for over three decades.  Fred has assisted our clients on the path toward achieving their financial goals. Fred is an independent licensed advisor. CA License #0E72980

Danny Ohano, Advisor

Danny is an independent, registered investment advisor. His advanced training provides the foundation of knowledge and experience necessary to provide you with answers to all your financial questions in making the best decisions for your financial future.    He has always placed the best interest of our clients first and foremost. CA License #0D20175

Susan Campbell, Advisor

Susan understands that her clients are in different stages of life when matching clients with the right financial products that best fit their goals and reflect their personal situation. Her background is Fortune 500 Companies managing client service divisions.  Susan received her certification from The Craig School of Business, California  State University, Fresno. Susan is an independent licensed advisor. CA License #0H85655

Bethany Tucker, Contract Administrator / Office Manager

Bethany will keep close contact with you while your financial paperwork is in process. She will answer questions you may have during and after this process. Bethany is also the office manager and a Notary Public. CA License #0G26627

Karen Kale, Bookkeeper

Karen was a client first and is now a member of the staff. She assists at workshops & other company special events. Karen has grown up here in the Valley and is active in her church in the Madera Ranchos.

Janet Smith, Customer Care Assistant

Janet is a part time staff member who assists at workshops and other company special events. She is also a client. Janet was born & raised in Fresno, her roots in the Valley run deep.

Brooke Airola, Appointment Setter

Brooke is ready to assist you with all of your scheduling needs while visiting our office or attending one of our workshop events. She manages Fred's, Danny's, and Susan's calendars.