5000 Urbana Road
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns and specialize in creating an approach that is designed to address your individual situation. Meet our team, based in Springfield, Ohio.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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 almost 10 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 26 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 attempting to perfect his golf swing.
Client Services Specialist
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 8 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 4 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, Pamela enjoys substitute teaching at local primary schools.
Sandie Conner is the office manager at Calland and Campbell Insurance and wears many hats at the firm. She assists with day-to-day service activities, coordinating client inquiries and requests, and collaborating communication between clients and insurance carriers. She has over 24 years of experience helping clients and Calland and Campbell Insurance Services appreciates her knowledge and assistance. She loves working closely with clients and getting to know their families, hobbies, and interests.
When not in the office, Sandie loves spending time with her family and friends over a good meal.
Zach Avery is a Financial Advisor which will utilize offers in Springfield and Beavercreek. Zach has a variety of licenses to assist clients from insurance to financial planning.
Zach enjoys golfing and playing basketball with friends. He and his wife Liz also enjoy interacting with his clients on a social basis.