facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Learn More About Your Team

At Callesen Wealth Management

Taking a Team Approach to Optimizing Your Financial Future

We believe that a team approach adds a broader perspective to the work we do, maximizes our ability to exceed the expectations of our clients and ensures that every detail gets the attention you deserve.

Did You Know?

As of 2019, Callesen Wealth Management has been dedicated to serving others for 50 years. This milestone is a proud moment for our entire team, and something we're excited to share with our clients. 

Read Our Story

Meet Your Dedicated Team

Nicholas K. Callesen, CMT, AIF Photo
Read Bio

Nicholas K. Callesen, CMT, AIF

Chief Executive Officer/ Wealth Advisor

Nicholas K. Callesen, CMT, AIF

Chief Executive Officer/ Wealth Advisor

Phone: (231) 723-8373
Email: nick@callesenwealth.com

Nick grew up in Manistee, working in the family business.  He has had every job from filing client statements as a teenager to cleaning the office to opening new accounts and now, he is the CEO.  Today his focus is obsessing over the client experience, meeting with clients and managing investment strategies. 

Nick graduated from college in 1992 and moved to Grand Rapids Michigan where he worked in the financial services industry.  He met his wife Thea there and they were married in 1996.  Today they live in Manistee and have two children, Mason and Rachel.

His favorite pastimes include running, hunting and traveling with his wife and kids


·        Central Michigan University.  Bachelor of Science in Business Administration.  Major: Finance

·        Chartered Market Technician (CMT) designation

·        Accredited Investment Fiduciary (AIF).


Favorite Food: Pizza or spaghetti.  It’s a tie.

Favorite quote: “Goin that one more round, when ya don’t think ya can.  That’s what makes all the difference.” - Rocky Balboa

Favorite holiday: Independence Day

Favorite movie: Anything with Al Pacino

What motivates you: building something that endures long after I’m gone

A place you would like to visit: Ireland

Something on your bucket list: Run the Boston Marathon

Jandin Miller CFP Photo
Read Bio

Jandin Miller CFP

Vice President of Operations / Wealth Advisor

Jandin Miller

Vice President of Operations/ Wealth advisor

Phone: (231) 723-8373
Email: jandin@callesenwealth.com

Jandin Miller is the VP of Operations/Wealth Consultant at Callesen Wealth Management.  Driven by finding solutions she is a go-to person in the office for many issues such as 401k rollovers, estate transfers, and technology.  As a Wealth Consultant, she strives to diagnose your future/current retirement needs, set realistic goals, and deliver clear advice.
 When Jandin isn’t in the office you can find her shuttling her two daughters between school, dance class, and piano lessons.  Jandin and her husband Bryan love to hunt, both are active with the Michigan Traditional Bowhunters and enjoy watching movies at the historic Vogue Theatre.

 Favorite Food:  Cowboy Cut Ribeye on the smoker

Favorite quote:  Think happy be happy.

Favorite holiday:  Thanksgiving

Favorite movie:  Too many to list! But I will stop anything I am doing if Singing in the Rain is on.

What motivates you: Seeing something inefficient. 

A place you would like to visit: Alaska

Something on your bucket list: Hunting caribou with my recurve.

Beau Downard  Photo
Read Bio

Beau Downard

Compliance/Administrative Coordinator

Beau Downard


Phone: (231) 723-8373

Email: beau@callesenwealth.com

 Gaining a new perspective through understanding others and their needs is one of Beau’s true passions.  Beau received his Bachelor of Science in Business Administration with a minor in Management in 2015. As the Compliance/Administrative Coordinator Beau strives to maintain uniformity, process, and industry standards, as well as assist in the daily operations at Callesen Wealth Management.

When not in the office, you can typically find Beau out exploring Northern Michigan with his camera or enjoying one of the many hiking trails with his family. Beau also enjoys sailing, reading professional development books, listening to music, as well as expanding his culinary skills in the kitchen.

Favorite Food:  Shrimp Ceviche and Mahi Mahi Tacos

Favorite quote:  Perseverance and spirit have done wonders in all ages – George Washington

Favorite holiday:  New Years

Favorite movie:  Out Cold and any Daniel Craig movie

What motivates you: Helping others achieve their goals and gaining new perspectives. 

A place you would like to visit: Antarctica. 

Something on your bucket list: Spend a week in Yellow Stone National Park.


Norah Benson Photo
Read Bio

Norah Benson

Marketing & Event Coordinator / Client Service Manager

Norah Benson 

Marketing & Event Coordinator / Client Service Manager

Phone: (231) 723-8373
Email: norah@callesenwealth.com

In the role of Client Services Specialist, Norah can facilitate your day-to-day needs. There is a lot of behind-the-scenes work in our firm, and she manages a lot of the daily tasks that help us provide continuous, credible service. Norah maintains records and documentation, opens new accounts and services existing, and provides support to our team in any capacity needed. She is excited to help you solve any problem, and with her experience in client services across a variety of fields you can count on Norah to get you results. 


Favorite Food: Spaghetti

Favorite quote: “Behind every successful woman is a fabulous pair of shoes.” - Louis Vuitton

Favorite holiday: Christmas

Favorite movie: The Sound of Music

What motivates you: Family

A place you would like to visit: Greece

Something on your bucket list: Swim with Dolphins 

Ann Wilkosz  Photo
Read Bio

Ann Wilkosz

Administrative Assistant

Ann Wilkosz 

Administrative Assistant 

Phone: (231) 723-8373
Email: ann@callesenwealth.com


Favorite Food: Pretzel Crusted Walleye and White Cheddar Mashed Potatoes 

Favorite Quote: If it isn’t a matter of life or death don’t worry about it. 

Favorite Holiday: Thanksgiving 

Favorite Movie: Million Dollar Baby

What Motivates You: God, family, and my livestock.

A Place You Would Like to Visit: The Titanic Museum in Tennessee

Something on Your Bucket List: Go to the finals for the PBR Rodeo.

Check the background of this firm/advisor on FINRA’s BrokerCheck.