Our Team

At ACI Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Bert Campbell, CFP®, CLU, ChFC®

(864) 654-3121

(864) 654-0737

bert@acifinancial.net

After graduating from Presbyterian College in 1977 with a degree in Business Administration, Bert joined his father’s firm, Al Campbell Insurance Agency, Inc., where he began a career in the insurance business. In 1983 he became a...

Monroe Campbell, CFP®, AIF®

(864) 654-3121

(864) 654-0737

monroe@acifinancial.net

After Monroe graduated from The Citadel with a degree in Business Administration, he started working with an Registered Investment Advisory firm in Dallas, TX. While there, he became a CERTIFIED FINANCIAL PLANNER™ practitioner.

Blake Campbell

(864) 654-3121

(864) 654-0737

Blake@acifinancial.net

Upon his graduation from Clemson University in 1990, Blake joined Al Campbell Insurance Agency, Inc. where he began a career in the insurance business. He has continued working with clients in the area of risk management, providing...

Jon Brant, CFP®

Investment Advisor Representative

(240) 315-6891

(864) 654-0737

jon@acifinancial.net

Allison Morris

Registered Administrative Assistant

(864) 654-3121

(864) 654-0737

allison@acifinancial.net

Allison Morris, a graduate from Bob Jones University, joined ACI Financial in 2010. She has all of her licenses for insurance and is a registered administrative assistant holding her series 7 and 66 registrations. She works to assist...

Carrie Smetana

Relationship Manager

864-654-3121

Carrie@ACIFinancial.net

Carrie Smetana, a graduate of Bob Jones University, joined ACI Financial in 2005. She assists in areas of customer service and client relationship management.

Amber Whitwell

Administrative Assistant

amber@acifinancial.net

Amber graduated from Southern Wesleyan University with a degree in Business Administration. She joined the ACI Financial team in 2022 bringing with her 18 years of experience working in the retail and property casualty insurance industries.

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