Our Team

Our unique advantage

The Callahan Team

We build strong partnerships with our clients, advocating for their needs and providing recommendations that are always grounded in what’s truly in their best interest.

Joe Callahan

Certified Financial Planner™ | CEO

Albert Vonderheide, CFP®

Director of Financial Planning

Kevin J. Egan

Financial Advisor | Principal

Cindy Lofton

Operations Manager