Welcome to Callan Capital

Callan Capital provides comprehensive financial planning and asset management solutions to officers and directors of publicly traded companies as well as entrepreneurs, affluent families, endowments, and foundations. Learn more about how we offer a better way to manage wealth.

IT’S NICE TO MEET YOU.

INTRODUCTION TO CALLAN CAPITAL

TREVOR M. CALLAN, CIMA®, CPWA®

Managing Partner >>

TIM S. CALLAN, CFP®, CPWA®

Managing Partner >>

RYAN J. CALLAN

Managing Partner >>

ROBERT S. MIKULSKI

Chief Operating Officer >>

JESSICA CAFFERATA, JD, CFP®, CDFA®

Managing Director, Financial Planning >>

DAVID B. ADAMS

Managing Director, Trading >>

KAITLIN C. CORYELL

Senior Director, Operations and Compliance >>

CHRIS WILLINGHAM

Director, Wealth Management >>

ALYANA C. RICHARDSON

Director, Financial Planning >>

JOSH MAURAIS

Senior Associate, Operations and Client Service >>

JENNIFER C. WARD

Senior Associate, Marketing >>

CHRISTINA L. JAMES

Senior Associate, Client Service and Administration >>

FABIOLA SANCHEZ-MARTINEZ

Associate, Operations and Client Service >>