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 insurance and investments.
After several years as an employee at this company and one other regional brokerage firm, it became apparent to me that there were inherent conflicts of interest in working for a large financial services firm. I felt that I was being forced to serve two masters: my client and the company. Over the course of several months, it became clear to me that I needed to be an "independent" wealth advisor so I could truly work for my client and keep their best interests at heart.
So in 1996, I joined an independent broker dealer. My firm and I have been working for our clients ever since.
My vision is to build a firm that serves and blesses our clients. We strive to be a relationship based company with a focus on planning, transparency, communication and education.
At Callesen Wealth Management, our advisors help people pursue their life goals and bring confidence to their financial lives. This allows them to spend more time focusing on their "True Wealth", the things in life that matter most to them.
I am a big believer in working hard so that you can play hard. My wife and I enjoy traveling but also savor time at home with our two amazing children, Mason and Rachel. I strive to keep myself healthy and physically challenged by participating in endurance running. I have done dozens of marathons, half marathons, 10k and 5k races. I have done the "Extreme Muck Ruck" (a 7 mile race through mud and swamp and obstacles) one time and plan to do several more. I also enjoy scuba diving, golf, hunting and fishing. My family and I are huge hockey fans and love the Detroit Red Wings!
- Series 7, Series 6, Series 63, Series 65, and Series 24 registrations held with IF Partners.
- I am a IF Partners Registered Principal
- Past Vice President and board member at Love INC of Manistee
- Past leadership Team member and finance officer at Faith Covenant Church of Manistee
- Co-Founder of "Twisted Blister Running Club" in Manistee
"The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference that you have lived and lived well." - Ralph Waldo Emerson