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Autumn Campbell, CFP®

Financial Planner

New Orleans
Tulsa

I spent the two years at The Planning Center’s New Orleans office followed by a move to Tulsa to live near my family.  As a financial planner, I get the opportunity to talk through important and complex considerations with clients about their hopes, goals, and values.  We discuss options to best achieve desired outcomes with efficient use of resources. I service clients in various parts of the country both virtually and in person to accommodate our client’s schedules and needs.  Our services include every aspect of financial planning, from cash flow and debt management, to sophisticated insurance and estate planning.  I am proud to work at a company that adheres to a fiduciary advisory standard at all times and that leverages the entire team to service our clients to the best of our abilities.

“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, educators and business owners. 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 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 sports, such as flag football and rugby.  I’m always up for some rock climbing or obstacle courses racing.  I’ve completed 5 triathlons and aspire to one day complete an Ironman. For personal relaxation, I can be found swimming, on a track, or at the gym lifting weights.

Credentials

Affiliations: Fee-Only Financial Planning

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

Education:

  • 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
  • Serving as an Alumni Board Member of Teach for America Recruitment at Whitman College
  • Served as the Vice President of Special Events and School Liaison in the Young Leadership Council’s College Access Program
  • 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
Combined
Experience

Wisdom

We learn and teach continuously

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

100 Percent
Independent

Objectivity

We listen and keep an open mind

100 Percent
Fee-Only

Fiduciary

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

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

50
Year Vision

Forward Looking

We make decisions with future generations in mind

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