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Senior Associate, Operations and Client Service

Alyana joined Callan Capital in October 2017 as a Senior Client Service Associate, responsible for general client service tasks such as account paperwork and account disbursements, as well as communication with our custodian, Charles Schwab.

Prior to joining Callan Capital, Alyana worked as an Associate Financial Services Representative with Charles Schwab. She holds a Bachelor of Science in financial counseling & planning from Purdue University.

Alyana loves spending time with her husband, cat and dog. Outside the office, she can be found enjoying Austin’s live music scene and exploring the Texas Hill Country. In addition, she volunteers with the greater Austin area humane societies.