Natalia Callahan is a financial advisor at Callahan Wealth Advisory with 14 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 11 years before joining her current firm. Callahan Wealth Advisory serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management through a firm-sponsored wrap fee program and retirement plan consulting. The firm manages a majority of its approximately $327 million in assets on a discretionary basis and employs asset allocation alongside fundamental, quantitative, qualitative, and sector analysis, using fixed-income strategies, private funds, margin borrowing, and derivatives when suitable.

Colin Callahan is a financial advisor at Callahan Wealth Advisory with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Citigroup Global Markets. In addition to his advisory work, he is self-publishing a series of children’s books. Callahan Wealth Advisory provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers discretionary portfolio management through a wrap fee program and retirement plan consulting, employing a multi-strategy investment process that includes fundamental, quantitative, and sector analysis with diverse asset allocation.