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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


Few people get excited to talk about financial planning and investments, yet today it is more important than ever. I've always had a passion for economics and how the economy affects the financial markets. However, it quickly became apparent that this interest was not shared by most people! The financial markets are bigger, more complicated and more global than ever before, and it is intimidating to try and make sense of it on your own.

It was because of this trend that I was drawn to a career with Callesen Wealth Management. Our staff comes in every day to build a plan that helps you pursue your financial goals. With this plan, we can put a portfolio together to grow your financial confidence. Doing so allows you to focus on your true wealth, all that money cannot buy and death cannot take away.

I received my Bachelor of Science in Business Administration with a major in Finance, and a minor in Economics at the University of Wisconsin in Milwaukee. During my time there, I served as an analyst and portfolio manager for the Student Investment Club, where students managed real endowment money in a competition with other Universities. In 2016, I earned the Chartered Financial Analyst® (CFA) designation, a globally respected graduate-level investment credential. I have also passed the first of three tests required to earn the Chartered Market Technician (CMT) designation, the preeminent global designation for technical analysis. In addition, I also currently hold a Series 7 and Series 66 securities registrations with IFP Securities, LLC. as well as Michigan Accident, life and health licenses. Prior to joining Callesen Wealth Management, I gained 10 years of financial experience ranging from retail banking to performing accounting duties for a Major League Baseball team.

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@callesenwelth.com

Being responsible for client first impressions may seem like a daunting task to some, but I view it as an adventure. Everyone has a story, a passion or a life lesson to tell, and I strive to uncover it. I will offer you a fresh-baked cookie with a cup of hot coffee, not as a customer service ploy, but instead to relax and chat with a new friend.

I am also the lead worker for our eMoney program. eMoney utilizes your current financial picture to run simulations for your retired future self. It is a great tool to help confirm whether you are on track to live confidently in your later years, invest differently, plan for college costs or to help decide on a retirement timeline.

I graduated from Grand Valley State University with a B.S. degree in Advertising and Public Relations. I played three years of softball for the Lakers and one year of intramural flag football where I received league MVP. Upon graduating, I followed my then-future husband as he moved up the ranks in his career with small reception jobs. Once we settled in his childhood hometown, I obtained a job with the Department of Human Services that for four years drained me mentally and emotionally. Now my family rejoices that I am able to come home with so much joy and enthusiasm, because of my employment with Callesen Wealth Management in the Spring of 2014.

On a Personal Note

I love spending time with my husband, Bryan, and our toddler daughter, Nora. We are avid outdoorsmen who love sports and competition. After a brief excursion to Huntington Beach, CA, I have been bitten by the surfing bug, and I would love to try it on the Great Lakes. In the fall/winter you can find me up 20' in a tree with my bow in hand. I have a passion for creating invention prototypes and hope to one day hold a patent.

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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