Team 2018-10-05T18:43:11+00:00

Our Team

Trevor M. Callan, CIMA®, CPWA®

Managing Partner

Tim S. Callan, CFP®, CPWA®

Managing Partner

Ryan J. Callan

Managing Partner

Daniella M. Boni, MBA

Managing Director, Marketing and Communications

Robert S. Mikulski

Managing Director, Operations and Client Service

Olivia Zaiya, MBA, J.D., CFP®

Managing Director, Financial Planning

David B. Adams

Director, Financial Planning

Kaitlin C. Coryell

Senior Associate, Operations and Compliance

Jennifer M. Azares

Senior Associate, Client Service and Administration

Alyana C. Stokes

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.