Callan Capital is pleased to announce and welcome Katie Attebery as a Client Relationship Manager. Katie is responsible for providing advanced financial planning and wealth management counsel to the firm’s clients in conjunction with Trevor, Tim, and Ryan Callan.
Katie brings to Callan Capital more than seven years of experience working directly with high net worth clients at Fisher Investments, an RIA based in Camas, Washington. At Fisher, she was known for having a high attention to detail and client service, quickly working her way up through the organization. Katie said, “I am proud and excited to be part of the Callan team and look forward to getting to know the firm’s clients and the San Diego community.”
Katie earned a BA in Economics from Vanderbilt University in Nashville, Tennessee and an MBA from Willamette University in Portland, Oregon. She is also pursuing the Certified Financial Planner (CFP®) designation in order to provide greater expertise to clients. Her community involvement interests include working with disadvantaged youth, animal welfare, and staying active with her local alumni associations.
“We are delighted to welcome Katie to the Callan Capital team,” said Tim Callan, Managing Partner of Callan Capital. “With her depth and relevant experience in the financial services industry, she will lead the initiative to bring world class service and expertise to our clientele.”
Katie can be reached at email@example.com or (866) 912-4888.