Team

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Team 2018-04-05T15:56:11+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 and Communications Director

Robert S. Mikulski

Operations and Client Service Manager

Robert K. Neigert, J.D., LL. M. Tax

Managing Director, Texas Region

Kaitlin C. Coryell

Portfolio Associate

Alyana C. Stokes

Client Service Associate