Team

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Team 2017-12-12T17:37:50+00:00

Our Team

Trevor M. Callan, CIMA®, CPWA®

Managing Partner

Tim S. Callan, CFP®, CPWA®

Managing Partner

Ryan J. Callan

Managing Partner

David B. Adams

Senior Analyst

Ami S. Aranha, CFP®

Client Relationship Manager

Daniella M. Boni, MBA

Marketing Director

Robert S. Mikulski

Operations and Client Service Manager

Kaitlin C. Coryell

Portfolio Associate

Megan LaRue-Kobell

Office Manager

Alyana C. Stokes

Client Service Associate