Your Goals and Dreams, Our Guidance
In the pursuit of your financial goals, you deserve someone who can provide you with personalized and transparent advice. We are here to listen and help you plan for your future with confidence.
We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Develop an investment strategy that is flexible and tracks your goals with our guidance and help.
Marcel Campos
MBA
Wealth Advisor, Partner
Senior Portfolio Manager
J. Hirohito Yamaguchi Esquivel
Wealth Advisor
Braden S. Schaffner
Wealth Advisor, Partner
Senior Portfolio Manager
Stefan P. Faria
MBA
Wealth Advisor, Partner
Portfolio Manager & Research
Julian Montez
Client Service Associate
Alysia Villegas
Client Service Associate
Craig A. Campbell
Founder
Wealth Advisor, Managing Partner
Senior Portfolio Manager
Private Wealth Support Team
As part of the Ashton Thomas Private Wealth Network, our team has access to experienced professionals from across the financial advice spectrum. We draw from that knowledge and perspective to create focused solutions tailored to your goals and desired outcomes.
Amy Kane
CFP®, CPA, CTFA, CDFA®
Sr. Director, Head of Family Dynamics and Private Wealth
Dan Ritter, Jr.
CPA
Senior Private Client Tax Advisor
Katie Leech
CPA
Senior Private Client Tax Advisor
Claudiu Barbos
Director of Investments and Trading
Ron Piccinini
Ph.D.
Director, Head of Investment Research
Deanna Tierney
Senior Private Client Banking Consultant
Marcel Campos
MBA
Wealth Advisor, Partner, Senior Portfolio Manager
Originally from Brazil, Marcel came to the United States in the fall of 2008 with the vision of earning his degree while playing basketball in the United States. Marcel was recruited by Midland College after excelling in the Tournament of Americas while representing the Brazilian National Team.
In the spring of 2013, Marcel concluded his education and basketball career at Our Lady of the Lake University in San Antonio, Texas, where he earned a bachelor’s degree in international business with a minor in finance. After reaching his goals of playing basketball and receiving his degree, Marcel focused on his career and the search for employment in the financial industry.
Marcel earned his MBA from the University of Texas of the Permian Basin in 2018 with a 4.0 GPA, and he speaks three languages (Portuguese, English, and Spanish). Marcel serves on the Midland Community Development Corporation Board and was the President of the Midland Rotary Club from 2021 to 2022. His career goal is to remain a lifelong learner while striving to help his clients become more comfortable with their wealth and the complexities of the financial industry.
In September of 2013, Marcel began his career with Campbell and quickly earned the position of Wealth Advisor, Partner, Senior Portfolio Manager. He assists with research, portfolio strategies, account servicing, client-specific investment strategies, and execution.
In his free time, Marcel enjoys playing various musical instruments, exercising, acting in local productions, and most importantly, spending time with his lovely wife, Bethany, and children Lucianna, Isla, and Leonardo.
Check the background of this investment professional on FINRA’s BrokerCheck.
J. Hirohito Yamaguchi Esquivel
Wealth Advisor
Jesus Hirohito graduated from Universidad Autonoma de Nuevo Leon in Mexico in 2011 with a bachelor’s degree in international business. He worked for his family business and acquired professional experience in management, cash management, marketing, and accounting. Later, he joined a company in Mexico where he gained experience in accounts payable.
Hirohito joined Campbell in 2015 and started as a Management Consultant/Client Associate. He later acquired his Series 7 and Series 66 securities registrations, and Texas Insurance License.
Today, Hirohito is a registered Wealth Advisor with Campbell specializing in the areas of fixed income, cash management, and operations. Exceptional service, caring for our clients, and never giving up are some of the characteristics and values that Hirohito brings to the team.
Hirohito was born and raised in Monterrey, Mexico. He moved to Midland, Texas, in 2015 to pursue his dream to be a financial advisor. Hirohito married his lovely wife Priscila in 2021. He has a great passion for motocross and loves to spend time with family and friends, visiting his hometown every chance he gets.
Check the background of this investment professional on FINRA’s BrokerCheck.
Braden S. Schaffner
Wealth Advisor, Partner
Senior Portfolio Manager
Braden was a co-founder of Campbell alongside Craig Campbell in 2010. He helped develop the firm’s proprietary investment strategy with Marcel Campos, created multiple investment model portfolios, invested in client relationships, and managed the firm’s overall business development. He was instrumental in helping Craig build the team and culture that makes Campbell Private Wealth Management what it is today.
Born and raised in West Texas, Braden graduated Magna Cum Laude in 2011 from the University of Texas of the Permian Basin, with a BBA in Finance with a concentration in Economics. He worked with Craig during his senior year of college until 2021, when he stepped away from Campbell for a few years to hone his business development and advisory skills with another firm. Believing in the mission and message of Campbell, Braden rejoined the firm in 2024 to help Craig and the team take the wealth advice business to the next level.
Braden thrives on cultivating deep relationships with clients and helping them achieve financial freedom is his deepest professional reward. Outside the company, he enjoys archery, weightlifting, pickleball, and tennis, and he also serves on the business advisory council for University of Texas of the Permian Basin’s Strategic Committee.
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Stefan P. Faria
MBA
Wealth Advisor, Partner, Portfolio Manager & Research
Originally from Brazil, Stefan came to the United States in 2015 to earn his Mechanical Engineering degree while playing soccer at university. He graduated with honors as a mechanical engineer in 2020 from the University of Texas Permian Basin and served as the university’s men’s soccer team captain for three seasons. In 2022, Stefan graduated with honors from the University of Texas Permian Basin MBA program. He speaks three languages (Portuguese, English and Spanish) and is a member of the Beta Gamma Sigma Honor Society and Midland Rotary Club.
Stefan is responsible for monitoring the market dynamics to compile information on securities, security selection, and ongoing monitoring of portfolios. He is also responsible for creating a historical database to back-test, analyze, and refine our algorithmic trading system and portfolio allocations.
In his free time, Stefan enjoys playing soccer, tennis, barbecuing with his friends and connecting with his fiancée, Ashley.
Check the background of this investment professional on FINRA’s BrokerCheck.
Julian Montez
Client Service Associate
In his role in Client Service, Julian enjoys meeting with Campbell’s clients and building personal relationships with each of them. A large part of his role also involves supporting Craig Campbell’s travel schedule and coordinating golfing events across the country.
Outside of client service, Julian most enjoys stock research and better understanding Campbell’s proprietary investment strategies and methods.
Julian Montez was born and raised in Campbell’s headquarters city of Midland, Texas, along with his older sister and younger brother. He attended Collin College in McKinney, Texas, but stepped away from furthering his education to become his mother’s caretaker while she battled illness.
Julian is married to his wife, Crista, with whom he has two children. He also enjoys guitar and golf in his spare time.
Alysia Villegas
Client Service Associate
Alysia loves to meet new people and support clients in reaching their financial goals. Establishing trust and community with clients are her calling cards as a Client Service Associate. Prior to joining Campbell, she began her professional experience at Bank of America.
Alysia graduated from Odessa College in 2020 with an associate degree in business administration and management. She is currently pursuing her bachelor’s degree at the University of Texas of the Permian Basin, with a minor in marketing. She is a lifelong Texan.
In her free time, Alysia stays active with her four-year-old daughter and volunteers with the nonprofit Dress for Success of the Permian Basin, which provides support, development tools, and professional attire to help women succeed in work and life.
Craig A. Campbell
Founder
Wealth Advisor, Managing Partner
Senior Portfolio Manager
Craig has enjoyed more than 47 years in the financial advice and service industry with previous experience at Merrill Lynch, E.F. Hutton, Prudential Bache, and 14 years as an independent advisor with Wells Fargo Advisors Financial Network.
At Campbell Private Wealth Management, Craig is responsible for process development and implementation, product selection, client relations, compliance, and supervision. Alongside cofounder Braden Schaffner and colleague Marcel Campos, Craig developed a proprietary trading algorithm which continues to influence the portfolios Campbell manages for clients today.
Born and raised in Midland, Craig is a second-generation West Texan. He graduated in 1973 from the University of Texas in Austin with a Bachelor of Arts degree in management and minors in statistics, psychology, and mathematics. During his time at the University of Texas, Craig was a member of the 1971 and 1972 NCAA championship golf teams. After investing five years pursuing competitive professional golf, Craig returned to Midland and entered financial services.
Craig thoroughly enjoys the challenges and opportunities that come with being a wealth advisor as much as he enjoys competing on the golf course.
Check the background of this investment professional on FINRA’s BrokerCheck.