Kelly Eggleston is a financial advisor at Calder Financial Group with five years of industry experience. She holds a Series 65 designation and has been with Calder Investment Advisors since 2016. Prior to that, she worked at Grand Management Group from 2005 to 2016. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs a structured investment approach using managed model portfolios and offers pension consulting and third-party administration services through affiliated businesses.

George Racette is a financial advisor with Calder Financial Group in Ada, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Calder Investment Advisors since 2007. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm employs managed model portfolios with tactical rebalancing and offers pension consulting and third-party administration services through an affiliated business.

Daren Shavell is a CFA® charterholder with a Series 66 license and 19 years of experience in the financial industry. He previously worked at Centennial Securities Company from 2014 to 2019 and The Enterprise Investment Company from 2010 to 2014. Shavell is based in Ada, MI, and is part of the five-advisor team at Calder Financial Group. Calder Financial Group provides discretionary investment supervisory services and comprehensive financial planning to individual clients, including high-net-worth households, as well as institutional sponsors such as 401(k), 403(b), and defined-benefit plans. The firm’s approach emphasizes target asset allocations with periodic tactical rebalancing and active manager selections across five model portfolios, operating as a 3(38) fiduciary and offering additional employee-benefit consulting and third-party administration services.

Patrick Newcombe is a CFP® with 19 years of experience in the financial industry. He is part of the Calder Financial Group team based in Ada, MI, which includes five advisors. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, providing discretionary investment management and comprehensive financial planning. The firm offers fiduciary services as a 3(38) investment manager and utilizes model portfolios with tactical rebalancing, supported by regular investment committee oversight and detailed account monitoring.