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


Chief Compliance Officer

Kaitlin joined Callan Capital in January of 2015. She is responsible for overseeing the firm’s compliance efforts.  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 B.S. in Business Administration with an Honors Concentration in Financial Services and a minor in Economics from Saint Mary’s College of California in Moraga, California. 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.   

In her free time, Kaitlin loves exploring all Scottsdale, Arizona has to offer. She enjoys reading, baking, spending time with her husband, Mitchell, their children, Lyla and Easton, and their 3 dogs Duke, Birdie and Hank.