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
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 working for a Fortune 500 financial services company that specialized in...
Chief Investment Officer/ Wealth Advisor
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...
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
Each day I ask the question: how can I maximize the good we can do for our clients? I have held a variety of positions in life: from my early days working on my father’s farm to managing a team of sales professionals working to...
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