Callie specializes in comprehensive financial planning. She enjoys helping clients pursue their financial goals and objectives using a holistic approach built on trust. “An area of focus is intergenerational planning to help create family legacies."
Callie was a previous professional ballet dancer with the New York City Ballet, which gave her discipline and motivation. She loves to travel, especially after performing internationally and completing her college degree in England. Callie enjoys hanging out with her dog Josie, attending concerts, and cooking new recipes.
Credentials
- Bachelor of Arts; University of Reading, United Kingdom
- Series 7 & 66
- Life & Health Insurance License