We believe that a team approach adds a broader perspective to the work we do, maximizes our ability to exceed the expectations of our clients and ensures that every detail gets the attention you deserve.
Did You Know?
As of 2019, Callesen Wealth Management has been dedicated to serving others for 50 years. This milestone is a proud moment for our entire team, and something we're excited to share with our clients.
Phone: (231) 723-8373
Email: nick@callesenwealth.com
Nick grew up in Manistee, working in the family business. He has had every job from filing client statements as a teenager to cleaning the office to opening new accounts and now, he is the CEO. Today his focus is obsessing over the client experience, meeting with clients and managing investment strategies.
Nick graduated from college in 1992 and moved to Grand Rapids Michigan where he worked in the financial services industry. He met his wife Thea there and they were married in 1996. Today they live in Manistee and have two children, Mason and Rachel.
His favorite pastimes include running, hunting and traveling with his wife and kids
Education:
· Central Michigan University. Bachelor of Science in Business Administration. Major: Finance
· Chartered Market Technician (CMT) designation
· Accredited Investment Fiduciary (AIF).
Favorite Food: Pizza or spaghetti. It’s a tie.
Favorite quote: “Goin that one more round, when ya don’t think ya can. That’s what makes all the difference.” - Rocky Balboa
Favorite holiday: Independence Day
Favorite movie: Anything with Al Pacino
What motivates you: building something that endures long after I’m gone
A place you would like to visit: Ireland
Something on your bucket list: Run the Boston Marathon
Phone: (231) 723-8373
Email: ryan@callesenwealth.com
Ryan's passion for financial markets and economics has been around for as long as I can remember. Every job and internship that he has had from banking to accounting was geared toward helping Ryan learn to analyze companies, and the economy and manage investment portfolios. Ryan's education consists of a Bachelor of Business Administration in Finance with a minor in Economics. He has also earned the Chartered Market Technician and Chartered Financial Analyst designations. These are the gold standard designations for investment research, portfolio management, fundamental analysis, technical analysis, and economic analysis. After working with friends and clients for almost a decade, he acquired the Behavioral Financial Advisor designation. It became clear to him that clients can better stick to their long-term investment plans when they are tied intricately to their most heartfelt goals and values.
Ryan's role as Partner, Chief Investment Officer, and Behavioral Investment Counselor for Callesen Wealth Management is twofold. As CIO, he set our asset allocation, research our individual holdings and run portfolio trades. As a Behavioral Investment Counselor, he helps our clients determine the financial goals and life values that are most important to them. From there we develop a portfolio and he serves as a behavioral coach seeking to keep them focused on the long-term plan. Goal. Plan. Portfolio.
Favorite Food: Steak
Favorite quote:
Favorite holiday:
Favorite movie: Gladiator
Something on your bucket list: Scuba Dive in a shark tank
Phone: (231) 723-8373
Email: jandin@callesenwealth.com
Jandin Miller is the VP of Operations/Wealth Consultant at Callesen Wealth Management. Driven by finding solutions she is a go-to person in the office for many issues such as 401k rollovers, estate transfers, and technology. As a Wealth Consultant, she strives to diagnose your future/current retirement needs, set realistic goals, and deliver clear advice.
When Jandin isn’t in the office you can find her shuttling her two daughters between school, dance class, and piano lessons. Jandin and her husband Bryan love to hunt, both are active with the Michigan Traditional Bowhunters and enjoy watching movies at the historic Vogue Theatre.
Favorite Food: Cowboy Cut Ribeye on the smoker
Favorite quote: Think happy be happy.
Favorite holiday: Thanksgiving
Favorite movie: Too many to list! But I will stop anything I am doing if Singing in the Rain is on.
What motivates you: Seeing something inefficient.
A place you would like to visit: Alaska
Something on your bucket list: Hunting caribou with my recurve.
Beau Downard
COMPLIANCE/ADMINISTRATIVE COORDINATOR
Phone: (231) 723-8373
Email: beau@callesenwealth.com
Gaining a new perspective through understanding others and their needs is one of Beau’s true passions. Beau received his Bachelor of Science in Business Administration with a minor in Management in 2015. As the Compliance/Administrative Coordinator Beau strives to maintain uniformity, process, and industry standards, as well as assist in the daily operations at Callesen Wealth Management.
When not in the office, you can typically find Beau out exploring Northern Michigan with his camera or enjoying one of the many hiking trails with his family. Beau also enjoys sailing, reading professional development books, listening to music, as well as expanding his culinary skills in the kitchen.
Favorite Food: Shrimp Ceviche and Mahi Mahi Tacos
Favorite quote: Perseverance and spirit have done wonders in all ages – George Washington
Favorite holiday: New Years
Favorite movie: Out Cold and any Daniel Craig movie
What motivates you: Helping others achieve their goals and gaining new perspectives.
A place you would like to visit: Antarctica.
Something on your bucket list: Spend a week in Yellow Stone National Park.
Phone: (231) 723-8373
Email: norah@callesenwealth.com
In the role of Client Services Specialist, Norah can facilitate your day-to-day needs. There is a lot of behind-the-scenes work in our firm, and she manages a lot of the daily tasks that help us provide continuous, credible service. Norah maintains records and documentation, opens new accounts and services existing, and provides support to our team in any capacity needed. She is excited to help you solve any problem, and with her experience in client services across a variety of fields you can count on Norah to get you results.
Favorite Food: Spaghetti
Favorite quote: “Behind every successful woman is a fabulous pair of shoes.” - Louis Vuitton
Favorite holiday: Christmas
Favorite movie: The Sound of Music
What motivates you: Family
A place you would like to visit: Greece
Something on your bucket list: Swim with Dolphins
GETTING TO KNOW ANN
Favorite Food: Pretzel Crusted Walleye and White Cheddar Mashed Potatoes
Favorite Quote: If it isn’t a matter of life or death don’t worry about it.
Favorite Holiday: Thanksgiving
Favorite Movie: Million Dollar Baby
What Motivates You: God, family, and my livestock.
A Place You Would Like to Visit: The Titanic Museum in Tennessee
Something on Your Bucket List: Go to the finals for the PBR Rodeo.