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Our Mission
About Us

Campbell Financial Services is an independent tax and financial services company. Our mission is to provide comprehensive financial planning and investment management services that pursue long term financial security for our clients. Our goal is to completely understand our clients. We do his by listening. This understanding allows for a personalized program to help you define and pursue your goals. Like all plans, financial plans are designed to change and adjust as they help in guiding you through life's future financial challenges. We strive to build deep connections that allow for us to be a trusted resource for those who work with us.

Who We Are
A multi-generational, family owned cfp® & cpa firm

As both a CFP® and CPA firm, our unique expertise allows us to offer financial planning and investment management services in a way most firms can't. We are truly passionate about your financial well-being, and our specialized service offerings are built for people seeking to make the most of their retirement without the stress of finances.

Meet The TEam
Who You Will Be Working With

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Deborah F. Campbell

Certified Public Accountant, Investment Advisor Representative

(508) 747-5249

Deborah Campbell has been a practicing Certified Public Accountant for more than thirty years. A graduate of the University of Massachusetts at Amherst, with a Bachelor of Business Administration, she is the owner of her private practice in historic downtown Plymouth, MA. Deborah is licensed in securities and insurance*, providing independent, comprehensive tax and financial services that effectively work together. Investments are provided through Avantax Investment Services SM, one of the country’s largest independent broker/dealers aligned with CPAs. Originally from Norwell, she married her high school sweetheart and has been living in Plymouth since 1996. Together she and her husband have three wonderful children.

*

Kevin Campbell, CFP®

Certified Public Accountant, CERTIFIED FINANCIAL PLANNERĀ®

(508) 747-5249

info@campbellfinancialservices.com

Kevin works as both a CPA tax preparer and a Financial Advisor at Campbell Financial Services. Kevin graduated from the Isenberg School at the University of Massachusetts, Amherst with a Masters in Science of Accounting in 2014 and immediately began working in public accounting as an auditor at a local firm focusing on financial institutions, nonprofits, and manufacturers. He transitioned to the tax department after realizing he enjoyed helping the firm’s clients at a more personal level. Outside of tax and financial planning, Kevin’s professional career includes starting and running a successful landscaping company in the Plymouth area for more than ten years before ultimately selling the business in 2019. Kevin is the first to admit that while it may seem boring to some, he enjoys reading articles or listening to podcasts that focus on financial updates, tax changes, and overall business strategy in his spare time (to the point where he considers it a hobby). More traditional pastimes include snowboarding, spending time at the beach or pool, cigar and bourbon tastings, attending concerts, and exploring new cities. Kevin currently owns a house in Plymouth, just a few miles from his childhood home.

Chris G. Sumner

Client Services Associate

(508) 747-5249

Chris joined Campbell Financial Services in 2024, bringing a wealth of knowledge and client-first approach that aligns with the firm’s commitment to providing honest, straightforward, and sincere advice.

Before joining Campbell Financial Services, Chris spent over two decades in residential mortgage lending and small business banking, gaining a deep understanding of financial products and services. This experience allows him to offer clients valuable insights and guidance.

At Campbell Financial Services, Chris focuses on:

  • Tax Preparation and Accounting: Providing accurate and timely tax services to individuals and small businesses
  • Financial Planning: Developing personalized strategies to help clients achieve their financial goals
  • Investments Management: Assisting clients in making informed investment decisions
  • Business Advisory: Offering guidance to small business owners on financial matters and managing their finances effectively

Education & Certifications

  • Associate’s Degree in Accounting – Mohawk Valley Community College
  • Bachelor’s Degree in Business Administration – State University of New York, Polytechnic Institute
  • Enrolled Agent (EA) – Currently in the process of earning this designation
  • Series 7 Securities License – Currently in the process of earning this designation
  • Mortgage Broker – NMLS# 704451

Chris believes in building long-term relationships with clients based on trust and mutual respect. He is dedicated to educating clients and empowering them to make informed decisions about their financial futures. His client-first approach ensures that each individual’s unique needs and goals are at the forefront of every financial strategy.

A resident of Kingston, MA, Chris enjoys spending time with his wife, Molly, and their two children, both of whom are preparing to attend college soon. Outside of work, he has a variety of interests, including golfing, hiking, gardening, cooking, motorcycle rides, exploring craft breweries, and spending quality time with his family and friends.

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