Experience

About

Ken is a highly experienced Financial Advisor with over 30 years of dedicated service in the financial industry, building a practice that serves high net worth individuals and families. Ken is committed to providing exceptional client experiences, building long-term relationships based on trust, transparency, and personalized guidance. He is passionate about helping clients achieve their financial goals for themselves and their families.

Ken is from Long Island, New York, but is based in Orange County, CA. He enjoys skiing and traveling to see his daughters, Rylee and Shanon.

Education

• Roger Williams University, Business Administration and minor 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

About

Danny is an integral part of The Callan Group, responsible for managing all team operations, client requests, and account administration. He is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Danny also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

He holds active Series 7 and Series 66 licenses with over 9 years of industry experience.

Outside of his professional life, Danny is a dedicated father to two daughters, ages 8 and 3, whom he coaches in soccer. He’s a passionate football fan, especially when it comes to cheering on the Chargers. Balancing family, sports, and his career, Danny strives for excellence in every aspect of his life.

About

For Jaime, going out of her way to serve people is second nature. Since 1997, she's earned an extraordinary reputation in the Financial Services Industry. Today, Jaime continues to bring a deep personal commitment to serving clients' needs. She retains her passion for understanding their values, aspirations and concerns. Jaime grew up in Staten Island, NY and moved to California in 2002. In her spare time, she enjoys photography, volunteering at her church and spending time with her two daughters, Arianna and Gabriela.

Jaime joined UBS Financials Services in 2008 and holds Series 7 and 66 licenses.

About

With over 30 years of experience in the finance industry, Carrie is committed to providing exceptional service to her clients. She has a proven track record of helping individuals and families in client requests, account administration and operations. She enjoys spending time with her family and grandkids. 

About

Rylee is committed to helping clients achieve their financial aspirations. With 7 years of financial experience and holding the series 7 and 66, she provides personalized financial planning services tailored to individual needs and circumstances. Rylee's expertise encompasses a wide range of financial matters, including investment planning, retirement planning, and wealth management.

Rylee studied Agricultural Business at California Polytechnic State University and holds a MSc in International Business and Management from the University of Westminster, London.

Rylee grew up in Orange County, CA but she now lives in New York City . She enjoys trying new restaurants, running (NYC Marathon 2024), and skiing.