Jacquelyn R. Campbell

For more than thirty years, Jackie Campbell has built her career in the insurance and tax preparation industries, serving as a trusted advisor to families and businesses. She has held a Series 65 license since 2014, further expanding her ability to guide clients in financial matters. She enjoys guiding people through the pivotal financial crossroads of life — the milestones, the birthdays, and the “what’s next” decisions that define their futures. A financial advisor, entrepreneur, patent holder, and author, she understands firsthand that retirement looks different for everyone, especially for entrepreneurs, high-achieving professionals, and families navigating transition. Jackie’s mission is to help create 10,000 heroes of their own financial story, guiding people with clarity, confidence, and direction while encouraging them to celebrate the “confetti moments” that make the journey meaningful.

As host of the popular podcasts Beyond the Money and Beyond the BADGE, Jackie speaks directly to these audiences, offering both wisdom and encouragement. Whether it’s a business owner considering succession, a professional hitting a milestone birthday, or a widow facing life’s next chapter, Jackie brings both practical strategies and heartfelt guidance. Her approach blends time-tested financial wisdom with the personal side of transition, reminding readers that planning is not about restriction, but about creating the space to fully live.