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  • 331 First St Manistee, MI 49660 
  • (231) 723-8373

Team


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 peace of mind.

I began my career in the wealth management industry in 1992. After receiving my degree in Finance from Central Michigan University, my first job after college was...

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Ryan Gorman, CFA, CMT

Chief Investment Officer/ Wealth Advisor

(231) 723-8373

Few people get excited to talk about financial planning and investments, yet today it is more important than ever. I've always had a passionate interest in economics and how the economy affects the financial markets. It was quickly appare

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Mathew D. LaMore

Wealth Advisor / Client Relationship Manager

(231) 723-8373

As a licensed Wealth Advisor, I strive to make sense of investments for people from all walks of life...

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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...

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John Kruse

Executive Assistant / Office Manager

(231) 723-8373

I joined the Callesen Wealth Management team in January 2009. I really enjoy the people I work with and...

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Kali Owens

Client Services Specialist

I like to problem solve and I thrive on helping our clients get the answers and solutions they need.

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