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 apparent that this interest was not shared by most people! The financial markets are bigger, more complicated and more global than ever before and it is intimidating to try and make sense of it on your own. It was because of this trend that I was drawn to a career with Callesen Wealth Management. Our staff comes in every day to help build a plan to help you pursue your financial goals and with this plan we can put a portfolio together to help build financial confidence. Doing so allows you to focus on your true wealth, all that money cannot buy and death cannot take away.
I studied finance and economics at the University of Wisconsin in Milwaukee. During my time there, I served as an analyst and portfolio manager for the Student Investment Club, where students managed real endowment money in a competition with other Universities. In 2016, I earned the Chartered Financial Analyst® (CFA) designation, a globally respected graduate-level investment credential. I have also passed the first of three tests required to earn the Chartered Market Technician (CMT) designation, the preeminent global designation for technical analysis. In addition I also currently hold a Series 7 and Series 66(held through IFP and LPL) securities registrations with LPL Financial as well as Michigan Accident, life and health licenses. Prior to joining Callesen Wealth Management, I gained 10 years of financial experience ranging from retail banking to performing accounting duties for a Major League Baseball team.
When not in the office, it is still normal to catch me following financial markets and the global economy. There are times though that I find distractions watching the Detroit Lions, Red Wings or Tigers. Also I enjoy golfing, going to the beach, catching up with friends from all over the country. A native of Grand Rapids, I often try to make it down state to visit family.