The Team

Socially Conscious Wealth Management

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Douglas Calnan

Douglas Calnan

Financial Advisor

More about me...

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Wealth Preservation Strategies


Washington University, St. Louis, MO - B.S.B.A. Finance, minor in Computer Science


Our Staff

Amy Mohan

Registered Client Service Associate

Practice Manager