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.
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
Education:
· 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
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.
Aaron's fascination with the intricacies of financial markets and investment strategy shaped his entire career. From his early days in finance to his current role, each position has been a steppingstone in honing his ability to analyze market trends, manage sophisticated investment portfolios, and develop innovative financial tools. Aaron’s academic background includes a Bachelor of Science in Business Administration from the University of Florida, majoring in Finance with a minor in Real Estate. He has earned top-tier credentials as a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP), recognized as benchmarks for professionals in investment analysis, portfolio strategy, and financial planning.
Over the years, Aaron’s journey through the financial sector, including a significant tenure at Independent Financial Partners, has been driven by a commitment to integrating cutting-edge technology with traditional financial planning. His dual expertise in computer programming and financial management allowed him to pioneer Independent Financial Partners’ Asset Management department’s proprietary software solutions, enhancing their operational efficiency and client service.
Today, as the Chief Investment Officer at Independent Financial Partners, Aaron’s role is multifaceted. He not only leads asset allocation strategies and manages the firm’s investment platforms but also serves as a visionary architect behind their quantitative investment models. His leadership extends beyond traditional CIO responsibilities, embracing the role of an educator and advisor, helping financial professionals and clients align their investment actions with their deepest values and financial aspirations.
Through this dual focus on technology-driven solutions and client-centric advisory, Aaron ensures that every investment strategy is not just about returns, but about realigning client goals with their financial paths. This approach has not only empowered advisors but has fundamentally transformed how clients engage with their long-term investment plans.
Peter Nunley's lifelong interest in finance and operations management has been a consistent thread throughout his career. Each role he has undertaken, from business analysis to asset management, has deepened his expertise in evaluating investments, understanding market dynamics, and designing strategic financial models. Peter’s academic achievements include a Bachelor's degree in Finance and Operations Management, graduating summa cum laude from the Isenberg School of Management at the University of Massachusetts, Amherst. He further honed his skills and strategic understanding by earning a Master of Business Administration from the University of Florida’s Hough Graduate School of Business.
Peter's professional journey includes significant roles at leading financial institutions like Citigroup and Goldman Sachs, where he focused on business analysis and operations in investment banking. These experiences equipped him with a profound understanding of global financial operations and high-stakes investment strategies.
Since joining Independent Financial Partners in 2013 as the Director of Asset Management, Peter has been pivotal in overseeing the firm's model portfolio offerings. He leads the due diligence process for diverse investment products, offers portfolio construction guidance to advisors, serves on the investment advisory committee, and conducts extensive research on economic trends and investment tactics.
As a Chartered Financial Analyst (CFA) charterholder, Peter is not only recognized for his analytical acumen but is also a valued member of the CFA Society of Tampa Bay. In his current role, he combines his analytical skills with a strategic vision, playing a crucial role in shaping investment strategies that align with both market opportunities and client needs. His work ensures that the financial advice provided is both sophisticated and deeply attuned to the evolving economic landscape.
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
GETTING TO KNOW ANN
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.
Beau Downard
COMPLIANCE/ADMINISTRATIVE COORDINATOR
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.