Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kenneth Callan

Senior Vice President–Wealth Management

Financial Advisor

  • Roger Williams University with degrees in Business Administration and minors in Finance and Computer Science
  • New York University of Business for executive training
  • Certified Financial Manager Designation
  • One of the first Wealth Advisors at Morgan Stanley
  • Chairman’s Club Member – 20 years of industry experience
  • UBS Financial Services, First Vice President, Investments

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • ID
  • MI
  • NC
  • NJ
  • NY
  • OK
  • OR
  • TX

Education

  • Roger Williams University, Business Administration and minor in Finance
20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Carrie Renee Helmick

Client Associate

20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me

Crystal M. Jamieson

Senior Client Associate

Registered States:
  • CA
  • CO
  • FL
  • ID
  • NJ
  • NY
  • TX
  • WY
20 Pacifica
Suite 1500
Irvine, CA 92618

Email Me