Our clients have a team of professionals working for them. 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.
The Callesen team begins each morning with a review of the previous day and a detailed preview of the day ahead. During this time, we communicate ongoing projects and share success stories. We also evaluate whether we are meeting the high standards set forth in our Client Bill of Rights and discuss steps to remediate anything that doesn’t measure up.
Below you will find a brief introduction to the members of our team. Although each one specializes in different aspects of service, together we strive to provide a complete experience that gives our clients financial confidence.
Chief Executive Officer/ Wealth Advisor
Chief Investment Officer/ Wealth Advisor
Wealth Advisor / Client Relationship Manager
As a licensed Wealth Advisor, I strive to make sense of investments for people from all walks of life...
Vice President of Business Development/Wealth Advisor
Vice President of Operations
Being responsible for client first impressions may seem like a daunting task to some, but I view it as an adventure. Everyone has a story, a passion, or a life lesson...
Executive Assistant / Office Manager
I joined the Callesen Wealth Management team in January 2009. I really enjoy the people I work with and...
Client Services Specialist