I joined the Callesen Wealth Management team in January 2009. I really enjoy the people I work with and serving our clients. I look forward to getting up in the morning and coming into work, usually early to get a jump on things. I believe the advantage goes to the prepared mind. As Executive Assistant and Office Manager, I take phone calls, schedule appointments, help advisors prepare client reviews and do whatever it takes to make our client experience exceptional.
With over 35 years of business and management experience working in the auto business, food industry, electrical sales, electrical contracting, collections, retail and the medical field, I believe these different positions have prepared me to handle all types of customers, situations and the challenges that come our way.
When I'm out of the office I enjoy mid-century modern antiquing, boating, the beach and spending time with my wife and family. I also serve at my church encouraging others in their faith.