^{// New Aspect Financial Services}About Us

Shawn Campas is an independent Wealth Advisor & CERTIFIED FINANCIAL PLANNER™, Serving a  select group of clients (mostly retirees, small business owners, and high-income  professionals).  

He is committed to making a positive impact in his client’s lives and surrounding community. As a  fiduciary advisor, Shawn is committed to providing education first via the Bucket Planning Process  while providing unbiased advice and delivering written financial plans for clients to implement with  confidence and clarity.

Shawn believes that developing in-depth relationships with his clients is essential to understanding  their challenges, realizing goals, and implementing solutions to help them achieve success  throughout the different stages of life. 

He has embraced the unique opportunity to serve his clients as a multigenerational financial  planner, where he manages first, second, and third generations of family wealth. It is his goal and  focus to ensure the families he advises maximize their future life experiences and leave a  meaningful legacy. 

To better serve his corporate clients and business owners, he obtained a CPFA (Certified Plan  Fiduciary Advisor) designation. This advanced designation helps him and his clients understand the  fiduciary relationship and responsibilities of the business owner and employees. Shawn has been  devoted to the continuing education of himself and those he works with. He studied Economics  and Politics at The Claremont Colleges of Southern California where he earned his bachelor  degree. 

When he isn’t working with clients or collaborating with the New Aspect Team, Shawn loves to be  outdoors playing sports, hiking, and sharing laughs with family & friends. He is involved with Bay  Area based non-profits and a proud member of Novato Rotary. 

Karin Alvarado is a Senior Partner at New Aspect Financial Services in Napa, CA. She is fluent in both English and Spanish and has over 17 years of experience in the Financial Industry. 

Karin has built a full-service financial advisory practice specializing in retirement planning for both organizations and individuals. She is a retirement plan expert in the Bay Area assisting organizations to optimize the structure and utility of their retirement programs. She has created a process to help her clients not only reach retirement but enjoy retirement. 

Karin began her career at John Hancock Life Insurance Company, in Boston MA in their retirement division. Later, she served as a Relationship Manager with ING Financial Advisors for seven years where she consulted on over 113 retirement plans representing an excess of $1 billion in assets. She takes pride in her high level of client service, her full fee disclosure, and the excellent financial education she provides her clients to help them with their decision making. 

Karin holds a BA degree in Marketing from the University of Texas at Austin. She has completed additional studies in International Business at Le Grande Ecole de Commerce in Dijon, France, and at El Tecnólogico de Monterrey in Monterrey, Mexico. Karin holds a 6,7,63 & 65 license and attained a Certified Fund Specialist designation, which helps with investment analytics. 

Outside of work, Karin has been involved as a contributor and member of various non-profit organizations in her community. In 2004, she participated in the state-wide, non-partisan group, Hispañas Organized for Political Equality and continues to be involved as alumni. She lobbied in Sacramento and Washington for improved Latina financial awareness, education, and health care. She is also highly involved with her church and is a founding leadership team member of the at St Dominic’s 3040 group. 

Among her interests, Karin enjoys soccer, traveling, sailing, food and wine.

Chad is a Fiduciary, Retirement Plan Consultant, Registered Representative, and instrumental part of the New Aspect Financial Services team. 

Chad manages the relationship of the firm’s retirement plan clients and assists plan sponsors and fiduciaries to provide successful employee benefit outcomes. He prides himself in providing top service by understanding each client’s unique goals and designing a customized service experience. Chad is also well versed in portfolio construction by helping families forge forward to realize their dreams in life. He holds a Bachelor of Science degree from Sonoma State University in Business Administration, with a concentrated focus in Financial Management. He also holds the Certified Fiduciary Plan Advisor (CPFA®) designation & the Financial Paraplanner Qualified Professional (FPQP®) certification from the College for Financial Planning as well as FINRA Series 7 & 66 registrations. 

Chad is a Marin County native and continues to reside in Bel Marin Keys, where he serves on the Board of Directors. Outside of work, Chad spends his time on the waters of the San Francisco Bay and Lake Tahoe enjoying the California sunshine.

A knowledgeable leader, detail-oriented and a strong listener are just a few words often used to describe Geoffrey Aden. With almost three decades of experience in the wealth management industry, Geoffrey has established himself as a successful business owner and financial adviser. 

Geoffrey has built and developed an exemplary professional career. From his days managing bank branch investment teams to building his own successful firm at Aden Financial Services, he has taken on challenging roles across the industry and worked tirelessly to produce optimal results. He has consistently found success through his effective communication skills and his unique ability to navigate the details. Geoffrey has earned the trust and admiration of his clients and peers alike. 

As a wealth manager, he looks at the big picture of a client’s assets, debts, and potential earnings. They discuss financial goals and develop a plan to help them reach their goal. A major part of the discussion focuses on education. He will explain the different financial and investment products available and help clients understand their benefits and drawbacks. Geoffrey  also considers himself an expert on the ever- growing subject of aging within our society and the financial impacts of chronic long-term medical care. He was one of the early adopters of long-term care insurance back in 1994 as a financial strategy in the North Bay. 

Geoff and his wife, Catherine, are both graduates of the University of Colorado. They now call Petaluma home for the last 20 years where they have raised two children who are both attending higher education. When not working, he and Catherine are avid hikers in the surrounding Sonoma County hills and love to spend time with family and friends. 

Cherish is the Senior Employee Benefits Consultant at New Aspect Financial Services, bringing over 20 years of expertise in employee benefits design, underwriting, negotiation, and management. She provides strategic guidance in benefit plan design, compliance, workers’ compensation, recruitment, and EEO and HRIS reporting, ensuring clients receive tailored and effective solutions. 

Before joining New Aspect Financial Services, Cherish spent 11 years at Living Benefits, Inc., managing group and individual health benefits as well as group retirement plans. Her extensive career includes key roles in employee benefits and client service, with experience at CIGNA Healthcare, where she served as a customer service representative, HIPAA administrator, and appeals processor—reinforcing her deep commitment to client advocacy and healthcare benefits management. She has also held roles with Omega World Travel, Jefferson Davis Reconstructive, Plastic, and Cosmetic Surgery, and Phoebe Putney Memorial Hospital, further enhancing her expertise in benefits administration and human resources. 

Cherish holds insurance licenses in Georgia, Virginia, California, and Michigan and is certified as a Senior Professional in Human Resources (SPHR) and a SHRM Senior Certified Professional (SHRM-SCP). Additionally, she is a certified Cyber Security Analyst, underscoring her dedication to staying ahead in an evolving industry. 

Together with her husband, Jeremy, Cherish has raised four children and now enjoys spending

time with their two grandchildren and beloved bulldogs, Adelaide and Jade. Passionate about travel and lifelong learning, she is dedicated to delivering personalized, insightful service to her clients at New Aspect Financial Services.

Matt is a CERTIFIED FINANCIAL PLANNER and Wealth Advisor at New Aspect Financial Services, serving clients across the United States. He is dedicated to making a meaningful difference in the lives of his clients by providing personalized, fiduciary guidance that prioritizes their best interests. He works closely with families, business owners, and high-net worth individuals to create and implement tailored financial strategies centered on retirement planning, wealth preservation, tax efficiency, and multi-generational legacy planning. 

A strong believer in the power of knowledge, Matt views education as an essential component of his advisory practice. In addition to his services in financial planning and investment management, he places strong emphasis on financial literacy and understanding, helping his clients grasp the “why” behind every recommendation, the mechanics of their plans, and the broader principles of wealth management/personal financial planning. By fostering informed decision-making, Matt ensures his clients feel confident and in control of their financial futures, not just today, but for generations to come. 

Matt earned his bachelor's degree in Geophysics from the University of California, Berkeley, and completed his professional degree in Financial Planning at the University of Texas at Austin. When he's not collaborating with clients or refining financial strategies, Matt enjoys giving back through social work, playing the piano, hiking, meditating, discussing books with

his book club, and cherishing time with friends and family. A native of Petaluma, California, he continues to serve many long-standing clients in the Bay Area community as well as those throughout the country with the same dedication and personalized care.

Alexis is a valued member of New Aspect’s Private Wealth team, serving as a Client Service Manager. In her role, she delivers a high level of personalized client service while overseeing day-to-day service requests and operational processes to ensure a seamless client experience. Alexis is committed to responsiveness, organization, and attention to detail, helping clients feel supported and well cared for at every stage of their relationship with the firm. 

Originally from Kentucky, Alexis earned her degree in Business from the University of Kentucky. She and her husband now call Charlotte, North Carolina home. Prior to joining New Aspect, Alexis served as a Property Manager for a residential community, where she managed operations, tenant relations, financial oversight, and property maintenance. This experience strengthened her ability to multitask, problem-solve, and deliver exceptional service in a fast paced environment. 

Outside of the office, Alexis enjoys staying active through cycling and yoga, exploring the outdoors, and relaxing with a good book. She also loves discovering local breweries and spending quality time creating memories with her family, friends, and her dog, Tux.

Anne Morel is a seasoned Client Service Associate with New Aspects Financial Services. Anne brings over 30 years of specialized expertise in Client Service, with a focus on annuities. She collaborates closely with the Private Wealth and Financial Planning Advisors. 

Before joining New Aspect Financial Services, Anne spent 20+ years in the banking industry in the Investment department, where she served a top investment advisor and his team of 4 licensed representatives. Her experience also includes significant client service, working with compliance, and implementing and servicing risk management solutions. Anne joined New Aspect after working for a Woodbury Financial/ Osaic Wealth Inc. advisor for several years. Anne holds insurance licenses in Louisiana and a Series 6 license. 

Together with her husband, David, Anne has raised two children and now enjoys spending time with  their three grandchildren, three dogs, and one cat. Anne loves the outdoors, spending time camping, attending all the festivals in her hometown of New Orleans, and being in the Mardi Gras parades. 

Anne is dedicated to providing personal, insightful service to the clients at New Aspects Financial Services.

Carmelia is the Director of Operations and Executive Support at New Aspect Financial Services, where she plays a pivotal role in delivering exceptional client service and fostering lasting relationships across both retirement plans and individual clients. 

With over 20 years of experience spanning multiple industries, Carmelia brings a unique blend of organizational expertise, strategic insight, and a collaborative mindset. A true team player, she seamlessly manages complex operations, ensuring efficiency, precision, and outstanding results. Her keen ability to identify growth opportunities, strengthen client connections, and excel in fast-paced environments makes her an invaluable asset to the team. 

Carmelia holds the Certified Plan Fiduciary Advisor (CPFA®) designation and has completed the education for the Nonqualified Plan Advisor (NQPA), demonstrating her commitment to professional excellence and industry expertise. 

Beyond her career, Carmelia is passionate about traveling, immersing herself in new cultures, and embracing unique experiences.

Carson Aden works as a Financial Assistant for New Aspect. He supports the day-to-day operations, helping organize client information, facilitating meetings, and keeping workflows running smoothly. He plays a key role in ensuring that both advisors and clients have the information they need and contributes to a more efficient and responsive financial planning process. 

Carson earned his degree from Oregon State University with a B.S. in Marketing. Through his education and professional experience, he has developed a detail-oriented mindset and a strong appreciation for organization, follow-through, and teamwork. He brings a proactive approach to his role and is known for being reliable, adaptable, and willing to take initiative when the team needs support. 

Within the team, Carson adds value by contributing to a positive and collaborative office environment. His ability to stay organized and keep multiple moving parts aligned helps the team operate more efficiently and deliver a better overall experience for clients.

Outside of work, Carson enjoys staying active and maintaining a healthy lifestyle. He loves running half marathons, hanging around the golf course, and values spending quality time with family and friends. These activities help him stay energized, disciplined, and balanced, which carries over into the focus and consistency he brings to his professional role.

Katie has been in the customer service industry for over 10 years, bringing a wealth of knowledge and experience to her role. Katie plays a vital role in supporting Group Employee Benefits and Human Resources clients, ensuring seamless operations and high-quality service delivery. Additionally, she provides supplemental support to the Wealth Management team as needed, demonstrating her adaptability and commitment to the organization’s success. 

With over two years of experience as a professional assistant, Katie excels in coordinating meetings, preparing detailed reports, and managing client relations. Her meticulous attention to detail and organizational skills ensure smooth and efficient operations. Prior to this role, Katie spent five years as a Paralegal and Administrative Assistant in real estate law, successfully managing complex and sensitive transactions while working closely with attorneys, lenders, brokers, and clients. 

Katie earned her Bachelor of Science degree from Georgia Southern University in 2015. Her extensive customer service background and ability to thrive in high-pressure environments have equipped her with the skills necessary to excel in her current position. 

Outside of work, Katie and her husband enjoy traveling, improving their golf game, playing in the local trivia league, and spending time with family and friends. Her dedication to excellence and ability to balance her professional and personal passions make her an invaluable asset to the New Aspects Financial Services team.

Sandra is the Paraplanner and Client Services Manager at New Aspect Financial Services, where she assists in developing financial plans and investment strategies to help clients achieve their financial goals. Holding Series 7, 6, and 63 FINRA licenses, she provides licensed support to all advisors at the firm, ensuring seamless client service and operational efficiency. 

Before joining New Aspect, Sandra spent 12 years at Living Benefits, Inc. as a paraplanner and client services associate and 13 years at BISYS Fund Services as a marketing and distribution specialist for bank-managed mutual fund companies. Her extensive client relationship and project management skills are instrumental in delivering exceptional service, but it is her passion for financial planning and education that truly deepens client relationships and drives meaningful impact. 

Born and raised in Salt Lake City, Utah, Sandra moved to Arizona after high school to study liberal arts at Scottsdale Junior College. She began her career in the investment services industry in 1991 while living in New York City. Today, she resides in San Diego with her husband and two children. In her spare time, she enjoys yoga, hiking, pickleball, and spending quality time with family and friends.

Terri Updegraff is a Retirement Plan Consultant with New Aspect Financial Services, where she partners with employers to design, manage, and optimize retirement plans that help organizations and their employees achieve long-term financial success. She supports a portfolio of retirement plan clients, providing fiduciary guidance, strategic plan consulting, participant education, and customized solutions that strengthen plan outcomes.

With more than 15 years of experience spanning retirement plan consulting, business development, client relationship management, leadership consulting, and marketing, Terri brings a unique combination of strategic insight and personalized service to every client relationship. Prior to her current role, she held leadership positions in client services, business development, and marketing, consistently driving revenue growth, building high-performing partnerships, and helping organizations achieve their goals.

Terri holds a Master of Arts in Organization Development from Sonoma State University and a Bachelor of Science in Business Administration from California State University, Sacramento. She is a Certified Plan Fiduciary Advisor (CPFA) and holds the Series 65 license.

Known for her collaborative approach, Terri is passionate about simplifying retirement planning, empowering participants through financial education, and helping employers fulfill their fiduciary responsibilities with confidence.

Outside of work, Terri is active in her community. She enjoys playing bocce, exploring the wine country, trying new recipes, and enjoying them with family and friends.

As a paraplanner, Lance Dimond assists Shawn Campus in developing investment strategies and  financial plans to help clients plan for their futures.  

Prior to joining New Aspect, Lance worked for many years in the wealth management industry in  Canada, where he provided comprehensive wealth planning services for high net worth clients. He  takes pleasure and finds reward in helping clients reach their financial and life goals. 

Lance is a native of Canada and recently relocated from the Canadian Prairies to Napa, California  where he lives with his wife and dog. He enjoys listening to all kinds of music, traveling, hiking, and  touring around wine country.

Maggie Randall is a Client Service Associate who supports clients through attentive service,  day-to-day operational assistance, and reliable operational coordination. In her role, she focuses  on ensuring a smooth client experience, managing ongoing service needs, and helping maintain  efficient internal processes. Maggie is committed to building strong relationships and delivering  thoughtful, detail-oriented support that helps clients feel confident and cared for. 

Before joining the team, Maggie worked in property management, overseeing fast-paced projects  and managing complex operational demands. This experience strengthened her ability to stay  organized, communicate clearly, and adapt quickly in dynamic environments—skills she brings  directly into her client service work today. 

Originally from Charlotte, NC, Maggie enjoys life with her boyfriend and their daughter Amelia.  Outside of work, she loves spending time with family and friends, exploring new coffee spots  around the city, and ending the day with a new fantasy book.

Aaron began his career in 1986 at Salomon Brothers on the institutional side of the business,  working with large multi-national corporations and with the central banks and governmental  entities of many foreign countries to help them understand and utilize the newly evolving  derivatives strategies revolving around interest rate and currency swaps. Subsequently Aaron  worked at Citibank, Merrill Lynch and Deutsche Bank. 

As his career progressed, his client responsibilities expanded to include assisting clients with the  principles of asset/liability management, credit risk analysis, and customized derivatives  structuring. As part of this role, Aaron was solely responsible for managing the investment bank’s  U.S. dollar-based interest rate swaps exposure in the Asian time zone, for developing client independent proprietary trading models, and for training staff in these areas. While working on  trading floors in New York and Tokyo, his clients were major multinational corporations, sovereign  governments, and governmental entities. Aaron retired from Wall Street at age 34 to focus  primarily on investing his own capital. 

At New Aspect, Aaron is the architect of and portfolio manager for the firm’s proprietary Protective  Put trading strategy. He utilizes his trading expertise and background to make this strategy  available to his own clients, to clients of other New Aspect reps, and to clients of other reps  throughout our broker dealer. 

Aaron holds three sets of licenses: securities, insurance, and real estate, which, when combined  with his decades of experience as an investor and trading floor market maker, give him a unique set  of skills to help clients compare and contrast investment choices that cross investment class  boundaries. Frequently, there are multiple ways to achieve a particular financial goal. Aaron  believes that many advisors tend to ignore one or more of these investment classes when advising  clients because of the lack of proper licensing and experience. 

Aaron graduated from Columbia University with a BA in Computer Science, and from UCLA with an  MBA in Finance. 

Note: Osaic Wealth, Inc. does not provide real estate advice. 

Roberta and team merged forces with New Aspect Financial Services(NAFS) in 2024. She brought more than 34 years’ experience integrating a wide range of customized financial strategies and creative compensation programs for the benefit of her clients. Roberta transitioned to retirement at the end of 2025 and is now a valued consultant to the New Aspect Partners.  Her commitment to higher education, high-productivity and personal service positions aligned well with the New Aspect team and for the benefit of her clients.

Roberta received her bachelor of science degree in managerial finance from the University of Nevada, Las Vegas.  She holds a master of arts degree and a doctorate in clinical psychology from CSPP. 

Roberta lives in Carmel Valley with her husband and their two children.  Her family's education, achievement and well-being are the cornerstone of her life.  She loves to learn about the world by traveling to diverse cultures and farm to table cooking.  Roberta is an active member of Earth Island Institute, International Marine Mammal Project, Sierra Club and the Humane Society, as well as an active volunteer at Nativity Prep Academy.

Not affiliated with Osaic Wealth Inc.