Office Staff

Fred Campbell Sr.

President/ Insurance-Licensed Professional

Fred first entered the financial insurance business in 1969. When he established Asset Creation Financial and Insurance Services, he set out with an objective to help clients eliminate as much confusion as possible in planning their financial future. Since that time, Fred has been focused on placing his clients’ best interests first and has done so with integrity, honesty, and compassion for over four decades. Fred assists his clients on the path toward achieving their retirement goals. He currently mentors and supports the business development of agents across the country, all of whom share our philosophy of conservative retirement income planning. Fred is also very proud to be a member of the National Ethics Association and Better Business Bureau. CA Insurance License #0E72980

 

 

Danny Ohano

Vice President/Insurance-Licensed Professional
As a licensed insurance professional, Danny’s advanced training provides the foundation of knowledge and experience necessary to help provide you with answers to all of your questions in making the best decisions for your retirement future. He has always placed the best interest of our clients first and foremost and has done so by being a proud member of the National Ethics Association and Better Business Bureau. Through his planning techniques, his clients obtain individualized financial plans that may reduce risk, save tax dollars, protect assets and avoid probate. CA Insurance License #0D20175

 

 

Chris Campbell

Insurance-Licensed Professional
As a licensed insurance professional, Chris’s training provides the foundation of knowledge and experience necessary to help provide you with answers to all of your questions in making the best decisions for your retirement future. He will always place the best interest of our clients first and foremost and will do so by being a proud member of the National Ethics Association. Through his planning techniques, his clients obtain individualized financial plans that may reduce risk, save tax dollars, protect assets and avoid probate. CA Insurance License #0M92304

 

 

Bethany Tucker, Policy Administrator

As our Policy Administrator, Bethany will keep in close contact with you while your paperwork is in process. She will answer your questions during the process as well as after everything has been completed. Bethany is also a Notary Public and can assist you with your notary needs. She has also been a part of the Asset Creation Financial and Insurance Services’ client family since 2007. CA Insurance License #0G26627

 

 

Brooke Brimmer, Marketing Manager

Brooke has been with the company and a client of Asset Creation Financial and Insurance Services since 2012 and is ready to assist you with all your scheduling needs when contacting the Fresno office. She is also responsible for the company’s marketing and compliance material for all offices, consults with restaurants to secure banquet contracts, and oversees our highly anticipated client events we host throughout the year. CA Insurance License #0K11451


Marjorie Campbell, Bookkeeper

Marjorie oversees the company’s overall financial information by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations and assists with various HR duties. CA Insurance License #0G26655

 

Kayla Sotolongo, Appointment Coordinator

Kayla is our first point of contact when you come into our Fresno office or contact us via phone, email or text. She provides support for office staff and helps manage Fred and Danny’s calendars. She is ready to assist you with all your scheduling needs both in the office and at one of our informational work shop and insurance sales presentations.

 

Cindy Lindsay, Director of First Impressions

Cindy runs the front office in our Modesto and Stockton offices. She is happy to assist you with scheduling appointments when coming into the office or when contacting us via phone or email. She helps manage Chris calendar and is ready to assist you with all your scheduling needs both in the office and at one of our informational workshop and insurance sales presentations.

FEATURED ARTICLES

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Educate Yourself

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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