Campbell Wealth Management - March 2020

SPOTLIGHT ON MELANIE KAHRS

M elanie joined our firm in late 2019 as a Wealth Manager. She has 12 years of experience in advising clients and their families. Prior to joining our firm, her experience included working for a local RIA firm, in addition to a large brokerage firm where she developed a focus specifically in helping clients with retirement planning strategies and transitions. She also served two terms on a women’s advisory board with her previous employer, where she addressed the unique preferences of women when it comes to financial planning and worked on solutions to help address the gender gap in the industry. Melanie is a CERTIFIED FINANCIAL PLANNER™, has an executive certificate in Financial Planning from Georgetown University, and is a graduate of James Madison University. She also has her Series 6, 63, 65, and 7 and life-, annuity-, and health-insurance licenses. Melanie collaborates with her clients to co-create and review a comprehensive financial plan and strategy that enhances her clients’ lifestyles and legacies. As a financial steward for her clients, she works to educate them, empower them, and elevate WE ARE EXCITED TO ANNOUNCE OUR We are excited to announce our Inaguaral Ambassador Event. FRIDAY, JUNE 19TH AT 6:00PM CWM Ambassadors are invited to a private reception at Wolf Trap followed by the 25th Anniversary Show of Riverdance . CWMAmbassadors are invited to private r ception at Wolf Trap followed by the 25th Anniversary Show of Riverdance. Not yet an Ambassador? Now is the time to become a member by simply referring someone who may benefit from our services. When your referral comes in for their initial meeting, you will officially become an Ambassador and be invited to this exclusive event. This event is an opportunity to thank you, our Ambassadors, for referring your family and fri nds to Campbell Wealth. Please join us! Not yet an Ambassador? Now is the time to become a member by simply referring someone who may benefit from our services. When your referral comes in for their initial meeting, you will officially become an Ambassador and be invited to this exclusive event. This event is an opportunity to thank you, our Ambassadors, for referring your family and friends to Campbell Wealth. Please join us!  Send your referral information to Mirela Tsai at mirela@campbellwealth.com or call (571) 800 - 6371. Send your referral information to Mirela Tsai at mirela@ campbellwealth.com or call (571) 800 - 6371. INAUGURAL AMBASSADOR EVENT FRIDAY , JUNE 19TH AT 6 : 00PM

their future financial success and security. Melanie finds great satisfaction in knowing she

can benefit the lives and trajectories of the families she serves. She also believes that the best basis for a

successful long-term-planning relationship is mutual trust, and she works hard to gain the trust of her clients. As the mom of a teenage daughter named Tzipora, she enjoys simply spending time together

as a family. They both enjoy hiking and camping together, going horseback riding, and traveling. They also lead the children’s ministry at their local church and have done mission trips together, including a trip to Haiti in 2018, where they worked together at a school in Port-au-Prince. Melanie defines financial success for her personally as being a continuous process —one that also accounts for contingencies and ultimately provides current and future security so that she can spend less time worrying and more quality time with her family and daughter.

... continued from Cover

1. Get your financial life in order. Make sure your financial plan has all the correct pieces attached, including estate documents, insurance, and account information — and make sure your will lines up with your account beneficiaries. 2. Make sure you’re living a healthy life. Challenge yourself to strive for better health. Don’t be afraid to sweat a little and say yes to salad! 3. Finally, focus on your happiness. Have a bucket list full of things you want to do. Start checking off boxes as soon as you can. These are things you’re excited to do, and they can be big or small, anything that brings you joy. Now is the time to make more meaningful memories with those you love. Incorporating those three behaviors into your life will have the potential to change your retirement for the better, even if your retirement is already pretty good. Make a commitment to live for now and get the most out of life.

Kelly Campbell

P.S. I started a new workshop a few months ago that is focused on fun, fitness, and finances. If you or anyone you know might be interested in attending a workshop, please call Carol at (571) 800-6373, and she will provide you with the upcoming event schedule.

Securitiesofferedonlybyduly registered individuals throughMadisonAvenueSecurities, LLC (MAS),member FINRA/SIPC.Advisory services offeredonlybyduly registered individuals throughCampbellWealthManagement, Inc (CWM),aRegistered InvestmentAdvisor. MASandCWMarenotaffiliatedentities.

Call Us Today (703) 535-5300 • 3

campbellwealth.com

Made with FlippingBook - professional solution for displaying marketing and sales documents online