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 meet the needs of the top convenience store chains in the Midwest. But in whatever the role may be, my passion is to make the best possible match between a client’s desire and the services I can provide. At Callesens, my focus is to find the most innovative ways to elevate our Client Bill of Rights so that we make the most of our relationship with you. I joined the Callesen Wealth Management team because of the bill of rights. I enjoyed success over the past two plus decades managing business relationships, but I could not resist an opportunity to be part of the Callesen Wealth Management story.
Most recently, I had a great career in management with the MillerCoors Brewing company. I enjoyed building relationships, coaching team members, and finding innovative ways to grow a better business. My long-time personal interest in finance and investing turned in to an exciting career move after I became affiliated with previous broker dealer LPL Financial. Callesens has provided me the opportunity to practice investing in a transparent, honest, and client-focused space.
I studied Business Administration and Marketing and graduated Magna Cum Laude from Lakeland College of Sheboygan, Wisconsin. After a stint working in Wisconsin, my wife and I were fortunate to land careers back in our hometown: Manistee, Michigan. We since have moved to the Grand Rapids area but are delighted to still be close to our friends and family. We escape as much as we can to the north where we enjoy snowmobiling in winter and barbecuing in summer. Jennifer and I enjoy working in the yard spring, summer, and fall…but we leave the snow for the plow guy!