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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. 

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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



Ryan's passion for financial markets and economics has been around for as long as I can remember. Every job and internship that he has had from banking to accounting was geared toward helping Ryan learn to analyze companies, and the economy and manage investment portfolios. Ryan's education consists of a Bachelor of Business Administration in Finance with a minor in Economics. He has 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, he acquired the Behavioral Financial Advisor designation. It became clear to him that clients can better stick to their long-term investment plans when they are tied intricately to their most heartfelt goals and values.
 
 Ryan's role as Partner, Chief Investment Officer, and Behavioral Investment Counselor for Callesen Wealth Management is twofold. As CIO, he set our asset allocation, research our individual holdings and run portfolio trades. As a Behavioral Investment Counselor, he helps our clients determine the financial goals and life values that are most important to them. From there we develop a portfolio and he serves as a 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




Jandin Miller Photo
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Jandin Miller

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.


Mason Callesen  Photo
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Mason Callesen

Wealth Advisor

Mason Callesen 

wealth advisor 

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


Through Mason’s life, he has seen the firm evolve to what it is today. From selling mutual funds and annuities, to the creation of effective strategies and thoughtful client services. These innovations brought on by the team at Callesen Wealth Management inspire Mason to put fourth his best to further his own growth so that he can become an asset for the firm and the people it serves. 

Mason is currently a student at Central Michigan University studying Personal Financial Planning. Mason is also a member of the Army National Guard. 

Mason’s favorite pastimes are reading, hunting and hiking. He also enjoys having an occasional cigar with friends at Surroundings in downtown Manistee.

 

Getting to know Mason

Favorite food: The beef boy from Two Slices!

Favorite quote: If we all did the things, we are capable of, we would literally astound ourselves. – Thomas A. Edison

Favorite holiday: Independence Day

Favorite movie: Once Upon a Time in Hollywood

What motivates you: Growing as a person and an advisor so that I can help people achieve their goals. 

A place you would like to visit: The Appalachian Mountains

Something on your bucket list: Hike in every state. 


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, 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 service existing, and provide 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. 

 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 


Sarah Dunn Photo
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Sarah Dunn

Administrative Assistant

Sarah Dunn

Administrative Assistant

Phone: (616) 512-9229
Email: sarah@callesenwealth.com


Sarah Dunn is the Administrative Assistant at our Grand Rapids location. She specializes in cultivating and maintaining customer relations by providing such services as; account opening, monetary transactions and client services.

Sarah and her husband, Chris moved from the Blue Ridge Mountains of southwestern Virginia to Michigan to be closer to Chris’s family. They now live in Rockford Michigan with their two young sons, Brady and Aiden.

Outside of the office you can find Sarah spending time with her family, playing cards or trying out new recipes in the kitchen.

 GETTING TO KNOW SARAH

Favorite Food: Pasta of any kind!

Favorite Quote: “Never regret anything that made you smile.” – Mark Twain

Favorite Holiday: Thanksgiving, for all the food.

Favorite Movie: Twister

What Motivates You: Seeing my work reflected in the happiness of others.

A Place You Would Like to Visit: Australia

Something on Your Bucket List: To meet Gordon Ramsey and possibly have him cook a meal for me.

Ann Wilkosz  Photo
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Ann Wilkosz

Administrative Assistant

Ann Wilkosz 

Administrative Assistant 

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


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.


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