We are excited to announce that Alyana Stokes joined Callan Capital as the firm’s Client Service Associate. Alyana handles general client service tasks such as account paperwork and account disbursements, and works as a liaison with our Custodian, Charles Schwab.
Prior to joining Callan Capital, Alyana worked as an Associate Financial Services Representative with Charles Schwab. Alyana holds a Bachelor of Science degree in Financial Counseling & Planning from Purdue University in Indiana.
Alyana loves spending time with her husband and their cat Tormund. As a new resident to Austin, TX, she can be found enjoying Austin’s live music scene and exploring nature in South Texas. In addition, she volunteers with a few of the greater Austin area Humane Societies.