Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kenneth M. Callan

Senior Vice President - Wealth Management
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949-453-5118

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  • Roger Williams University with degrees in Business Administration and minors 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


Registered States:
AZ, CA, CO, FL, GA, ID, MI, NJ, NY, OR, TX, WY

Carrie Renee Helmick

Client Service Associate
949-453-5114

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Crystal M. Jamieson

Senior Client Service Associate
949-453-5215
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Registered States:
CA, CO, FL, ID, NJ, NY, TX, WY