Meet the Creations Coastal Team
We’re a family-oriented business built on core values and community involvement.
Meet the Creations Coastal Team
The team at Creations Coastal is ready to help you prepare for your retirement.
Daniel was introduced to the industry early, working for his grandfather at just 14 years old. While the family business was always part of his story, he took time to explore other paths—gaining experience in retail, construction, and office administration—before ultimately returning to where it all started.
He rejoined Creations Financial and Insurance Services helping with client events and gradually worked his way into a leadership role. Today, Daniel oversees the Central Coast offices, focused on creating a strong team environment and delivering a positive, well-run experience for clients.
Known for being loyal and hands-on, Daniel brings a steady, thoughtful approach to both leadership and service. Outside of work, he and his wife are actively involved in giving back to the community, supporting organizations like Lions Club International, Sleep in Heavenly Peace, and Ear of the Lion.
For Daniel, the most rewarding part of his work is being able to help people and make a meaningful impact—something that’s been part of the family legacy from the very beginning.
Brett began his career serving in the U.S. Army, where he developed a strong foundation in discipline, problem-solving, and attention to detail. After retiring from service and earning an MBA from Arizona State, he brings that same mindset into the financial services space.
At Creations Coastal, Brett works closely with clients to navigate key areas of retirement planning, with an emphasis on clarity, simplicity, and long-term confidence. He is known for his creativity and strategic approach—breaking down complex topics into practical conversations people can actually understand and act on.
Outside of work, Brett values time with his family and staying active, bringing the same energy and consistency to his personal life as he does to his work. Brett and Ashley stay involved with the community through organizations like Sleep in Heavenly Peace and a veteran-care nonprofit called Blastology.
For Brett, the most rewarding part of what he does is helping people navigate financial puzzles to get to a point where they feel more confident about where they’re headed—and knowing they have a plan in place that makes sense for them.
Cassiopeia (Cassi) Campbell
Client Services
Cassi is our Client Support Specialist, here at Creations Coastal. She handles tasks such as booking workshops, setting follow-up appointments with existing clients, and making sure all clients are properly supported from the start.
Cassiopeia joined Creations Coastal because she enjoys meeting new people. She believes that Creations Coastal is a company run by people who genuinely care about clients and making sure they’re financially secure. Cassiopeia can be found spending quality time with her family when not working. She lives in Santa Maria, California. Cassiopeia is also a licensed notary.
Ashley Anderson
Client Services
Ashley is a licensed insurance professional and part of our Client Services team at Creations Coastal, specializing in Tax-Free strategies. She guides clients through the process from start to finish while identifying additional advantages to support their financial goals.
Ashley values the simple, effective solutions that Creations Coastal Financial provides to protect clients and their future. Outside of work, Ashley lives in Santa Maria, California and enjoys spending time with her husband and children, reading, and going places with her two golden retrievers, Abby and Lucy.
Ranessa Velazquez
Appointment Setter
Ranessa is our Scheduling Coordinator at Creations Coastal, where she handles incoming calls, schedules and confirms appointments, and supports seminar preparation. She takes pride in creating a positive and organized experience for each client.
Ranessa appreciates the genuine connections that Creations Coastal Financial builds with their clients, focusing not just on business but truly caring about them as individuals. Outside of work, Ranessa enjoys spending quality time with her two boys. They keep her busy, and are the most meaningful part of her life.
Ronan Campbell
Administrative Assistant
Ronan joined the team in 2023 as the 4th generation Campbell in the business. His duties in office include administrative support, preparing folders for events, and assisting the office. Eventually, Ronan will begin taking more active roles and carrying on the family legacy of helping clients navigate retirement finances.
Ronan is currently in high school and when he isn’t at school or working, Ronan enjoys playing video games, working out, and volunteering with Sleep in Heavenly Peace and the Lions Club.
Dinner and Presentation
Meet Us At an Educational Retirement Workshop
Our team reserves amazing restaurants to hold our educational retirement seminars. At these events, attendees receive important financial education and enjoy a delicious meal. In our presentation, we discuss strategies that can give you confidence and peace of mind.
A Family Business for 4 Generations
There are currently 4 generations of Campbell’s serving over half of California.
Creations Coastal Financial Education Center
Helpful Insights for a Confident Retirement
From common scams and tax pitfalls to retirement income and estate considerations, our articles are designed to help you stay informed, avoid surprises, and make more confident decisions for the road ahead.
