Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for The Boswell Group
Team photo for The Boswell Group

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Our advisors

Advisor photo for Ted Campbell

Ted Campbell

APMA®

Financial Advisor

Managing Director
Learn more about Ted Campbell Visit Ted Campbell's website
Advisor photo for Rich Espenschied

Rich Espenschied

MBA, JD, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Rich Espenschied Visit Rich Espenschied's website
Advisor photo for Jack Ellis

Jack Ellis

APMA®

Private Wealth Advisor

Vice President
Learn more about Jack Ellis Visit Jack Ellis's website


Our team

Tara Welsh

Tara Welsh

Lead Client Service Associate

Sheri Davis

Sheri Davis

Lead Client Service Associate