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Autumn Campbell

Sr. Planning Analyst

New Orleans

My responsibility as a senior planning analyst is to become intimately familiar with, and gain an understanding of, all facets of our financial planning firm. Since joining the company in 2016, I have supported the existing client relationships and started growing a clientele of my own. Now that I have passed the CFP® certification exam, I am completing the experience requirements to begin using my credentials.

“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively.” [Bob Marley]

My experience as a former teacher and high school counselor informs my role as a financial planner daily.  Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses.  In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.

Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, those involved in service-oriented work, and work that is related to Generation Y.  I love solving new, complex problems and teaching meaningful financial literacy to clients.

Growing up in the Pacific Northwest gave me an appreciation for lush, green forests, and water—whether streams, oceans, or lakes—that is difficult to put into words.  I value exploring and having new experiences. Some of my most cherished memories are of discovering new places, new foods and new cultures with those I love.

For social activities, I love playing on intramural sports teams, such as flag football and rugby.  Rock climbing and obstacle courses are always a highlight to my happiness.  For personal relaxation, I can be found swimming, on a track, or at the gym lifting weights.


Affiliations: Fee-Only Financial Planning

Areas of Expertise: Financial Life Planning, Education Planning, Debt Management, Cash Flow Planning


  • B.A. in Psychology, Whitman College

Memberships: Financial Planning Association (FPA), Kappa Alpha Theta, Junior League, Young Leadership Council

  • Serving as FPA’s NexGen 2018 President-Elect
  • Served as the Vice President of Special Events and School Liaison in the Young Leadership Council’s College Access Program
  • Served as an Alumni Board Member of Teach for America Recruitment at Whitman College
  • Served as the Panhellenic Vice President of Recruitment for Whitman College
  • Has been quoted in USA Today, Bankrate, The Street, and EdLIFE

Who inspires me:
Those who work hard and play hard, and put their whole hearts into their entire existence.

What inspires me:
I am inspired by spending time outdoors, away from the city.  Admiring our earth brings me peace, happiness, and appreciation.

My life’s biggest milestone:
Marrying my spouse. He makes me a better person and brings consistent joy to my life.

My greatest extravagance (under $100):
Lululemon Athletic Apparel

Why I love what I do:
As a former counselor, I truly care about the impact I have made on others through the work I do.  The confident, informed financial decisions that clients are able to make resulting from our comprehensive financial advice is immensely rewarding to witness.

232 Years


We learn and teach continuously

100 Percent


We work directly for our clients and put client’s interests first

100 Percent


We listen and keep an open mind



We hold ourselves accountable for pursuing the highest standards

10+ Years
Avg. Client


We build powerful relationships by working towards common goals

Year Vision

Forward Looking

We make decisions with future generations in mind

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