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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

Taking a team approach Grand Rapids, MI Callesen Wealth Management



Meet Your Dedicated Team

Nicholas K. Callesen, CMT, AIF Photo
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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

Education:

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

·        Chartered Market Technician (CMT) designation

·        Accredited Investment Fiduciary (AIF).

 GETTING TO KNOW NICK 


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



Ryan Gorman, CFA, CMT, BFA  Photo
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Ryan Gorman, CFA, CMT, BFA

Chief Investment Officer/ Wealth Advisor

Ryan Gorman, CFA, CMT, BFA

Chief INVESTMENT Officer/ Wealth Advisor

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


My Passion for financial markets and economics has been around for as long as I can remember. Every job and internship I have had from banking to accounting was geared toward helping me learn to analyze companies, the economy and manage investment portfolios. My education consists of a Bachelor of Business Administration in Finance with a minor in Economics. I have also earned the Chartered Market Technician and Chartered Financial Analyst designations. These are the gold standard designations for investment research, portfolio management, fundamental analysis, technical analysis and economic analysis. After working with friends and clients for almost a decade, I acquired the Behavioral Financial Advisor designation. It became clear to me that clients can better stick to their long term investment plans when they are tied intricately to their most heartfelt goals and values.

My role as Partner, Chief Investment Officer and Behavioral Investment Counselor for Callesen Wealth Management is twofold. As CIO, I set our asset allocation, research our individual holdings and run portfolio trades. As a Behavioral Investment Counselor, I help my clients determine the financial goals and life values that are most important to them. From there we develop a portfolio and I serve as behavioral coach seeking to keep them focused on the long term plan. Goal. Plan. Portfolio.

GETTING TO KNOW RYAN


Favorite Food: Steak

Favorite quote:  

 “ By developing your discipline and courage, you can refuse to let other people’s mood swings govern your financial destiny. In the end, how your investments behave is much less important than how you behave” - Benjamin Graham

Favorite holiday

Christmas or Thanksgiving, having the family together.


Favorite movie: Gladiator

What motivates you: I love the economy and financial markets. I find them so fascinating. They are vitally important to the financial well being of many people, yet confusing and intimidating. It is a rare gift that I can help so many people in an important way through something I passionately don't find to be work at all. 

 A place you would like to visit: Scotland


Something on your bucket list: Scuba Dive in a shark tank




Mathew D. LaMore Photo
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Mathew D. LaMore

Wealth Advisor / Client Relationship Manager

Mathew D. LaMore

Wealth Advisor / Client Relationship Manager

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


In the role of Client Relationship Manager, I work to strengthen our relationships with both our clients and other businesses by employing regular and informative communication. As a licensed Wealth Advisor, I strive to make sense of investments for people from all walks of life.

I host regular client meetings to provide account reviews, and I always enjoy walking people through their investment performance and related questions. One of the most impactful things I do is build personal wealth plans for clients. We aggregate all sorts of relevant financial and family data, input it to our software and produce an interactive report that projects retirement success while planning for any potential pitfalls along the way. Our wealth plans are a key piece that allows us to deliver client-centric and comprehensive services.

I attended Grand Valley State University and earned my Bachelors in History. I love creating educational resources for our firm and constructing clarity from complex issues. If you have questions about building a wealth plan, why your account is doing what it is doing, or are interested in learning more about what we have to offer please don't hesitate to reach out.

On a Personal Note

My wife, my son and I live in Manistee, and we love the lakeshore and all it has to offer. You'll find us hiking the trails, tasting the wine or sitting in our local church pew.

Jandin Miller Photo
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Jandin Miller

Vice President of Operations

Jandin Miller

Vice President of Operations

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 catching movies at the historic Vogue Theatre.

 

Norah Benson Photo
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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, I can facilitate your day to day needs. There is a lot of behind the scenes work in our firm, and I manage a lot of the daily tasks that help us provide continuous, credible service. I maintain records and documentation, open new accounts and service existing, and provide support to our team in any capacity needed. I am excited to help you solve any problem, and with my experience in client services across a variety of fields you can count on me to get you results. 

 GETTING TO KNOW NORAH


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 

John Kruse Photo
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John Kruse

Executive Assistant / Office Manager

John Kruse

Executive Assistant / Office Manager

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


John joined Callesen's in 2009 and has over 40 years of customer service expertise.  As Office Manager he answers phones, assists in client reviews, schedules appointments and keeps the office tidy inside and out. 

When away from the office he enjoys antiquing with his wife Bonnie, going to the gym and walking his Golden retriever Emma. 

GETTING TO KNOW JOHN 


Favorite Food: Bbq ribs, Italian sausage and Country Fried Steak, yum!

Favorite Quote: "You're going to get tired of winning, that I can tell you". - Donald Trump 

Favorite Holiday: July 4th

Favorite movies: Casablanca, My Favorite Year and Tucker

Place John would like to visit: Israel

Hidden Talent: Expert unicycle rider

Favorite Book: The Cross and the Self



 


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