"We are a boutique firm offering family office solutions to streamline and simplify financial decisions. Stewardship of your financial well-being is our honor."

JESSICA CAFFERATA, JD, CFP®, CDFA®

Managing Director, Financial Planning

JESSICA CAFFERATA, JD, CFP®, CDFA®

Jessica joined Callan Capital in March 2022 as Managing Director of Financial Planning. As a Juris Doctor, CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Divorce Financial Analyst®, Jessica is a fiduciary with considerable wealth management experience in financial planning, risk management, insurance, tax, and estate planning. Jessica has held positions as director of financial planning, chief compliance officer, wealth advisor, and family law attorney.

Jessica graduated from Texas A&M University-Commerce in 2014, with a Master of Science degree in Accounting; Washburn School of Law in 2005 with a Juris Doctor; and the University of Kansas William Allen White School of Journalism and Mass Communications in 1999, with a Bachelor of Science degree in Business Communications. Jessica is a member of the Dallas Bar Association – Probate, Trusts & Estates Section.

Jessica and her husband David enjoy raising their two children and weekends are graced with family and friends. Jessica enjoys traveling, symphonies, theater, reading and running.

"As a client-centric firm with a holistic approach to caring for all your financial needs, we allow you the freedom to enrich your life and focus your energy where it is most important to you."

FABIOLA SANCHEZ-MARTINEZ

Associate, Operations and Client Service

FABIOLA SANCHEZ-MARTINEZ

Fabiola joined Callan Capital in November 2021 as a Client Service Associate, responsible for assisting clients with money movements, meeting follow up tracking, and private equity.

Prior to joining Callan Capital, Fabiola worked with the Retirement Services Specialized Team for LPL Financial.  She is a graduate of the University of California, Davis where she majored in Chicano Studies with an emphasis on Social Justice and Public Policy.

Fabiola resides in San Diego, CA and in her free time, enjoys spending time with her family and exploring all the beauty that San Diego has to offer.

“Our client's time is valuable; we honor that by fostering a communicative, customized experience that caters to each of our client's financial needs.”

CHRISTINA L. JAMES

Senior Associate, Client Service and Administration

CHRISTINA L. JAMES

Christina joined Callan Capital in October 2021 as our Senior Associate, Client Service and Administration, responsible for the office management of Callan Capital.

Christina has more than 15 years of office management experience and has worked in various industries including engineering, manufacturing, and medicine.  The accumulation of this experience has enabled her to gather the best practices of each industry to run an efficient, productive, and collaborative office environment. She has extensive experience in human resources and accounting, as well as employee, client, and vendor relations.  

Christina resides in San Diego, CA and loves tapping into her creative side by studying interior design and assembling floral and succulent arrangements. She spends her free time cycling, hiking, and enjoying the beautiful beaches of San Diego County with her Boston Terrier, Houston.

"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

Senior 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

Senior 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 children, Lyla and Easton, 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 former board member of San Diego Social Venture Partners and the La Jolla Music Society. Trevor resides in La Jolla with his family, 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.