Callan Wood

Callan has lived in Fort Wayne his whole life. He recently graduated from the University of Saint Francis with bachelor’s degrees in both Finance and Risk Management. He also participated in sports, playing baseball and basketball at Saint Francis.

He has prior experience in the finance industry, where he worked with investments, tax and estate planning, and retirement accounts. He also learned from relevant coursework at Saint Francis and has a growth mindset for continued learning.

Outside of work, Callan is a graduate assistant for the basketball team at Saint Francis and enjoys golfing and going to the lake during the summer.

Callan will be in our Paraplanner role, focusing on and enhancing our financial planning process through our eMoney software, ensuring new and current clients are provided the best possible advice and service.