"We are committed to understanding our client's needs and providing them with the highest quality of service!"

JENNIFER C. WARD

Senior Associate, Marketing

JENNIFER C. WARD

Jennifer joined Callan Capital in August 2021.  She is responsible for the Marketing to our valued clients to ensure that our partners have full engagement and long-term success.

Jennifer has provided her marketing expertise through the Wind industry with Vestas, the largest wind turbine manufacturer in the world, and UpWind Solutions who before being acquired by Vestas, was the largest Independent Wind Service Provider in the US.  Prior to joining Callan Capital, she provided marketing services for Sotera Wireless, a medical device manufacturer.

Jennifer is a graduate of San Diego State University with a degree in Anthropology.  In her free time, she enjoys hiking, exploring new restaurants and spending time with her husband and four wonderful children.

“We are here to help you live life on your terms.”

CHRIS WILLINGHAM

Director, Wealth Management

CHRIS WILLINGHAM

Chris joined Callan Capital in January 2021 as Director of Wealth Management. Chris’ primary responsibilities include developing and reviewing financial plans, maintaining client relationships and generating new business. Chris began his career in financial advisory and wealth management in 2015 with Ayco, A Goldman Sachs Co.

While at Ayco, Chris worked to create income tax projections and review complex tax returns for high-net-worth clients. Along with tax planning and preparation, his experience also includes investment management, estate planning, executive benefits and compensation, cash-flow strategies, and retirement planning.

Chris has a Bachelor of Business Administration in Finance from Texas Tech University, Rawls College of Business. While attending Texas Tech, he was a member of the Delta Tau Delta fraternity and the Financial Advisors & Analysts Society.

Chris is a 6th generation native Texan and currently resides in Austin, Texas with his wife, Allie, and their Vizsla, Reese. Outside of work, they can be found enjoying the outdoors, catching a sports game and spending time with family and friends.

"We strive to simplify our clients' financial lives so they can focus on what really matters to them."

JOSH MAURAIS

Associate, Operations and Client Service

JOSH MAURAIS

Josh joined Callan Capital in December 2020 as a Client Service Associate, responsible for assisting clients with account paperwork, money movement, and trading.

Prior to joining Callan Capital, Josh worked as a Financial Services Representative for Fidelity Investments. He also holds a Bachelor of Science in Economics and Finance from Southern New Hampshire University.

Josh resides in Austin, TX and spends his time hiking, biking, kayaking and exploring the many local parks with his mini–Australian Shepherd, Cash.

"We strive to give our clients the greatest experience all while remaining compliant with regulators. Compliance is in our culture at Callan Capital."

KAITLIN C. CORYELL

Director, Operations and Compliance

KAITLIN C. CORYELL

Kaitlin joined Callan Capital in January of 2015. She is responsible for the firm’s portfolio reporting as well as overseeing the firm’s compliance program.

Prior to joining Callan Capital, Kaitlin worked for United Capital in San Francisco and Ameriprise Financial in San Diego, where she assisted nine financial advisors and their clientele.

Kaitlin earned a Bachelor’s degree in Business Administration with an honors concentration in financial services from Saint Mary’s College of California in Moraga. She is a member of Sigma Beta Delta, an international honor society for individuals with high academic achievement in the business, marketing and financial services fields. Kaitlin is also an active member of her church, volunteering her time as a Sunday School teacher.

In her free time, Kaitlin loves exploring all Scottsdale has to offer. She enjoys cooking, baking and spending time with her husband, Mitchell, their daughter, Lyla, and their dogs, Hank and Birdie.


"We are always evolving and striving to exceed the client’s expectation at every turn."

ALYANA C. RICHARDSON

Director, Financial Planning

ALYANA C. RICHARDSON

Alyana joined Callan Capital in October 2017. As the Director of Financial Planning she is responsible for developing and executing intricate financial plans for high net worth and ultra-high net worth clients. Alyana holds a Bachelor of Science in Financial Counseling & Planning from Purdue University.

Alyana loves spending time with her partner, Adam, and their cats and dogs. Outside the office, she can be found enjoying Austin’s live music scene and exploring Central Texas. In addition she volunteers with greater Austin area humane societies.

"We coordinate practically all aspects of our clients financial continuum so that they can focus their time on their passions."

TREVOR M. CALLAN, CIMA®, CPWA®

Managing Partner

TREVOR M. CALLAN, CIMA®, CPWA®

Trevor co-founded Callan Capital with his brothers, Tim and Ryan, in January 2007. He is the Chief Investment Officer of the Callan Capital Investment Committee, responsible for portfolio management and corporate executive services.

Trevor began his career in financial advisory and wealth management in 1992 with Shearson Lehman Brothers. In 1994, he transferred to Merrill Lynch, where he spent the next 13 years. During his tenure, he was selected through a rigorous testing process to become the first advisor in San Diego to represent the Merrill Lynch Private Banking and Investment Group (PBIG), an operation dedicated to serving clients with liquid assets in excess of $10 million.

Trevor has a B.S. in finance from San Diego State University. He earned a Certified Investment Manager Analyst® (CIMA®) designation following coursework and examination at the Wharton School and Certified Private Wealth Advisor® (CPWA®) designation following coursework and examination at The University of Chicago Booth School of Business.

Trevor balances his career with philanthropy and family. He is a co-founder and former board member of the Equinox Center, a nonprofit research center focused on economically sound environmental sustainability for the San Diego region. Trevor also co-founded the PEERS Network, a philanthropic organization comprised of young San Diego entrepreneurs that has raised more than $1 million for charitable organizations since 2009. He is a current board member of San Diego’s Venture Group and a former board member of San Diego Social Venture Partners and the La Jolla Music Society. Trevor resides in La Jolla with his fiancé, Tanica and children Jade and Smith.

"At Callan Capital, we work hard to bring peace of mind around finance so that our clients can focus on other areas of their lives."

TIM S. CALLAN, CFP®, CPWA®

Managing Partner

TIM S. CALLAN, CFP®, CPWA®

Tim co-founded Callan Capital with his two brothers, Ryan and Trevor, in January 2007. He has been assisting high net worth individuals in wealth management since 2000. As a Certified Financial Planner® and Certified Private Wealth Advisor®, Tim takes responsibility for clients’ overall financial planning and oversees a team of planners. He addresses topics most pressing to a significant estate, including asset management, debt management, trust and estate, risk management, disability, financial independence, philanthropy, and tax minimization. He is also a member of the Callan Capital Investment Committee.

Prior to starting Callan Capital, Tim spent seven years with Merrill Lynch and was a member of the firm’s dedicated high net worth division, The Private Banking and Investment Group. Before Merrill Lynch, he worked at Charles Schwab in the Retail Strategy department and the Pacific Coast Options Exchange.

Tim earned a B.S. in finance at the University of Colorado in Boulder.

Tim strives to give back to the San Diego community. He is president of PEERS, a non-profit organization of entrepreneurs and community leaders that give back time and money to local charities. Tim is also a member of the Kiwanis Club of San Diego, which focuses on the needs of young children in the local community. He is an avid skier, surfer, and sailor who lives in Point Loma with his wife, Jacqueline, and daughter, Lily.

"We spend all of our time and energy creating and maintaining a service model absolutely devoted to our clients."

RYAN J. CALLAN

Managing Partner

RYAN J. CALLAN

Ryan co-founded Callan Capital with his brothers, Tim and Trevor, in January 2007. He handles operations, including firm-wide trading, compliance, technology, and strategic planning, and also sits on the Callan Capital Investment Committee.

Prior to starting the company, Ryan spent five years with Merrill Lynch, assisting high net worth individuals in the areas of wealth management and financial planning. He began his professional financial career at Preferred Capital in Lake Tahoe in 1997 after graduating from the University of Nevada in Reno, as an executive in the firm’s business financial services unit, focusing on lending to small and mid-sized companies.

Ryan is committed to giving back to the community and is a board member for a variety of organizations, including the Kiwanis Club of San Diego, the Kiwanis Youth Services Committee, Membership Development Committee, and Community Services Committee, and he’s a founding member of the Kiwanis Young Professionals Group.

Ryan enjoys spending time with his wife, Heidi, and two sons.  He also enjoys tennis, golf, fishing, surfing, and skiing.

"We help our clients plan for their future, so they can enjoy the present."

DAVID B. ADAMS

Managing Director, Trading

DAVID B. ADAMS

David has been with Callan Capital since its inception in January 2007. Previously, he worked in finance as an intern with The Callan Group at Merrill Lynch. As Managing Director of Trading, he is responsible for investment analytics, portfolio model creation, and complex trading. As Director of Financial Planning, David works to execute intricate financial plans for high net worth and ultra-high net worth clients.

David graduated from University of California, San Diego in 2007 with a B.A. in economics and is currently working to become a Certified Financial Planner™ (CFP®).

David’s interests include the ongoing restoration of his 1969 Mustang and the culinary arts.

"Putting our clients’ needs first and making sure they receive superior service is what makes our firm such a success."

ROBERT S. MIKULSKI

Managing Director, Operations and Client Service

ROBERT S. MIKULSKI

Rob joined Callan Capital in January 2016 as Managing Director of Operations and Client Services. With more than 17 years experience in wealth management, he lends strategic guidance and leadership to the client service and financial planning teams — maintaining policies, procedures and the use of technology to help create a more automated and systematic approach to operations.

Prior to joining Callan Capital, Rob spent 11 years focused exclusively on client service and portfolio analysis for three major Registered Investment Advisory firms: Homrich Berg in Atlanta, Dowling & Yahnke in San Diego, and Lexington Wealth Management in Boston. Rob holds a Bachelor of Arts in Economics from the University of Massachusetts.

Rob currently resides in Orlando, FL with his partner. In their free time, they enjoy spending time on their boat, traveling, and taking care of their five chickens. Rob is an active supporter of the Susan G. Komen Foundation® and Junior Achievement of San Diego.