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.
MEET JANDIN
Jandin is a loving mother to Nora and Natalie and a loving wife to Bryan. A true outdoors enthusiast, she finds joy in nature, camping, and bow hunting. Known for her resourcefulness and wisdom, Jandin can do anything and always seems to have the answers. She is a loyal friend with a generous heart, always thinking of others and ready to lend a helping hand. Whether in the woods or with loved ones, she embraces life with strength, kindness, and an adventurous spirit all with a smile on her face.
GETTING TO KNOW MASON
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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.
MEET NORAH
Norah is a mother of three—Knox , Jack , and Lauren—who finds joy in helping others and making a positive impact in her community. She shares her life with her fiancé, Kevin, and together they enjoy spending time on the water, whether boating or fishing. A passionate cook, Norah loves creating delicious meals for family and friends. When she’s not in the kitchen or outdoors, she’s cheering on her kids at their sporting events, always their biggest supporter.
MEET ANN
Ann is a devoted mother of three, a loving wife to Mike, and a proud grandmother. With a heart made for helping others, she finds joy in making a difference—always with a smile on her face. Ann has a deep love for all animals, but her cows and dogs hold a special place in her heart. Passionate about Australian Shepherds, she enjoys breeding and training them, sharing their intelligence and loyalty with others. Whether caring for her family, animals, or those in need, Ann’s kindness and dedication shine through in everything she does.
MEET KAELEE
Kaelee is a loving mother to Evelyn and fiancée to Ryan, eagerly awaiting their wedding this summer as they look forward to growing their family. She embraces life with authenticity—what you see is what you get—and always has a smile on her face. When she’s not working, Kaelee enjoys spending quality time with her family, friends, and their loyal German Shepherd, Axel. Her warmth, positivity, and love for those around her make every moment special.