Our Team

Trevor M. Callan, CIMA®, CPWA®

Managing Partner

Tim S. Callan, CFP®, CPWA®

Managing Partner

Ryan J. Callan

Managing Partner

David B. Adams

Director, Financial Planning

Robert S. Mikulski

Managing Director, Operations and Client Service

Olivia Zaiya, MBA, J.D., CFP®

Managing Director, Financial Planning

Kaitlin C. Coryell

Senior Associate, Operations and Compliance

Jennifer M. Azares

Senior Associate, Client Service and Administration

Alyana C. Stokes

Senior Associate, Operations and Client Service

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.