Our Team

John Calland is a partner at Calland and Campbell Insurance, assisting clients with all of their insurance needs. He takes charge of agent writing and servicing personal and commercial property and casualty insurance. He has been in the insurance industry for over 13 years, holds his Property and Casualty license, and graduated from Ohio Northern University.

John is an active volunteer at his church and enjoys golfing and farming projects.

John Campbell is a partner at Campbell Financial and Calland and Campbell Insurance. He works closely with his clients to discuss goals and educates them about the process of implementing financial plans. He has more than 28 years of experience working with individuals to achieve their goals, both personally and financially. John graduated from Ohio Northern University.

He loves to watch his clients succeed and take the education they receive from the firm and pursue their future goals. John also enjoys traveling with his wife, and spending time with his grandchildren.

Julie Trudo works hard at Campbell Financial helping clients set up and review their accounts and track the performance of their portfolios regularly. She lives in Urbana, OH and has experience working with the Springfield Fire Division and Urbana City Schools.

She enjoys her personal interactions with clients and helping them gather the information required for them to make informed financial decisions. She holds her Series 6 license, graduated from Clark State Community College, and has 11 years of experience in the financial services industry. In her free time, Julie loves reading, crochet, family activities, and attending local sporting events.

Lesley Whited was welcomed into our organization at the start of 2019.  Lesley brings over 8 years of experience in financial customer reviews, reconciling accounts and maintaining records. She is responsible for the operation of the office related to organization and communication.

Lesley spends her free time at sporting events for Shawnee High School, she also enjoys cooking and gardening, but most of all she loves spending time with her 7 grandchildren.

Pamela utilizes her teaching experience at Campbell Financial by designing comprehensive financial plans for clients and educating them about their decisions. She loves learning from her clients as they learn from her and guiding them along their investment journeys. She makes the effort to follow through with clients to review their plans and make changes as necessary. Pamela is highly-qualified, having received her bachelor’s degree from Wittenberg University.

When not in the office, Pam enjoys her grandchildren Elsie and Harper, and her new hobby quilting.

Zach Avery is a Financial Advisor which will utilize offices in Springfield and Beavercreek.  Zach has a variety of licenses to assist clients from insurance to financial planning and is furthering his education to become a certified financial planner. 

Zach enjoys golfing and playing basketball with friends.  He and his wife Liz also enjoy traveling and interacting with his clients on a social basis.