Callan Spotlight: 15 Years, What’s Next!

Callan Capital is celebrating 15 years!  With our continued growth and success, we wanted to sit down with the founding Partners and look back on how things have evolved throughout the years.

Trevor

What do you love most about working at Callan Capital?

Trevor:  What I enjoy most is being able to help the families we serve create a vision and financial plan that provides them comfort and clarity. Being able to help clients with the financial aspects of their life and knowing that frees up time for them to focus on other things is extremely rewarding.

How has servicing clients changed from when you started?

Trevor:  The services we provide are broader.  We now have more team members with enhanced skills they have gained over the years that allow us to better service our clients.

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Trevor:  Personally, it is investing more time with my family; Tanica, Jade, and Smith.  Professionally, it’s realizing that our clients have entrusted approximately $1.5Billion dollars (as of 12-31-21) in assets under management to us.  This is very humbling and not something that I take lightly.

Tim

What do you love most about working at Callan Capital?

Tim:  At Callan, it’s our core values, specifically our belief in a healthy-work life balance. We encourage our employees to have a healthy work-life balance and I have really been able to see the value that provides our employees, both inside and outside of work.

How has servicing clients changed from when you started?

Tim:  The quality of service we can provide our clients has increased tremendously throughout the years. We have been able to hire people internally with specific expertise and skill sets that allow us to provide a higher quality of service.

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Tim:   I have become more of a family man over the years. Creating a family with my wife Jackie and having our daughter Lily has been my biggest personal accomplishment.  Professionally, watching Callan grow to what it is now.  We have more Callan Capital team members that service our families and help deliver peace of mind to them.

Ryan

What do you love most about working at Callan Capital?

Ryan:  Working with our clients every day and helping them achieve their financial goals is what I enjoy the most.  Additionally, being able to watch our employees at Callan grow throughout the years has been amazing to witness.

How has servicing clients changed from when you started?

Ryan:  We have invested heavily into technology that allows us to manage our clients’ accounts more efficiently. 

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Ryan:  Personally, my wife, Heidi and my biggest accomplishment is being able to watch our sons, Ethan and Parker grow up, one in college and one in high school. Professionally, watching Callan grow with new team members whose expertise has allowed us to expand our suite of services.

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