Team

Jeff Campbell has worked in the financial services industry for since 2002. His passion is helping families create retirement income streams and business owners by developing a path for long term financial success.
In working with families, Jeff helps his clients work on strategies for wealth creation, retirement income planning, legacy planning and comprehensive financial planning.

Jeff develops unique solutions for business owners to align both their business and personal financial goals. He helps business owners prepare for the single most important transaction they are likely to encounter; the sale or transfer of control of their business. He enjoys the process of helping his clients protect their passions: their family and their business.

Jeff lives in Littleton with his wife Joleen and their young son. He enjoys all that Colorado offers his family: skiing, rafting, hiking, biking, enjoying live music (particularly at Red Rocks), playing guitar, spending time with his family and enjoying the beautiful Colorado weather.

Jeff holds insurance and securities licenses in multiple states. He would love to help you meet your financial goals.

Kris began his career in the financial planning industry in the spring of 1995 with MFS Investment Management in Boston, MA. Having worked at MFS for over 10 years, Kris gained an insiders’ view of how diversified investing can be achieved through investment portfolios. Working for one of the largest, oldest, and most respected mutual fund companies in the industry, Kris has had continuous training from some of the most knowledgeable portfolios managers in the business. Kris’s move from the institutional side of the financial industry to the retail side puts him in position to use his knowledge to help more individuals become more knowledgeable investors. Mountain Vista Wealth Advisors is a comprehensive Financial, Estate, and business Succession Planning firm that he started in 2017 with planning partner, Jeff Campbell. They provide their clients with access to the top investment management, insurance and annuity companies in the world. Kris currently holds several securities licenses as well as Life and Health Insurance licenses. Specialties: Kris’s main focus is to help clients achieve financial independence through customized financial strategies, helping to reduce estate tax and works with business owners on their succession planning.