Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients in the Denver area.
“We are excited to welcome Joan Koss to our team, and we are confident that her wealth of experience will contribute significantly to our continued success,” said Rob Mikulski, Chief Operations Officer at Callan Capital.
Joan received her B.A. from James Madison University in Virginia and earned an MBA in Finance and Accounting from Regis University. She holds the Certified Financial Planner designation® along with credentials as a Chartered Financial Consultant® and a Certified Professional in Financial Services®.