Calander Wealth

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Team photo for Calander Wealth
Team photo for Calander Wealth

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Advisors

Dusti Calander

CRPC, CEPA®

Private Wealth Advisor

Visit Dusti Calander's website

Rachel Summerlin

Financial Advisor

Visit Rachel Summerlin's website


Team

Robert Vigus

Robert Vigus

Paraplanner

Qualifications

  • BBA Economics - UNT
  • MA History - UNT
  • Working in the financial planning industry since 2007

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Prepare reports, data and financial plans for Dusti to use in client meetings
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Jennie Whiffin

Jennie Whiffin

Client Concierge,

Event Planner

Qualifications

  • Bachelor’s Degree in English - BEng
  • Master’s Degree in Educational Leadership - M.Ed Leadership
  • 15 years of teaching High School English

Roles & Responsibilities

  • Plan and manage office and client events
  • Schedule Client Meetings
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Stephanie Kunego

Stephanie Kunego

Client Service Specialist

Qualifications

  • B.S. in Corporate Wellness Management - John Brown University

  • 14+ years of experience as an Account Executive in Education Technology

  • 10+ years of experience as a Certified NASM Personal Trainer

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Directs and manages client contact to ensure client satisfaction
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Jodi Auerbach

Jodi Auerbach

Executive Assistant

Qualifications

  • Over 30 years experience as Executive Assistant and Office Manager

  • Success in supporting senior leadership across department, ensuring seamless day-to-day operations

  • Organizational and multitasking abilities in fast-paced dynamic environment

Roles & Responsibilities

  • Manage and maintain executive schedules, including meetings, appointments, travel arrangements and calls
  • Handle confidential information with discretion and professionalism
  • Coordinate logistics for internal and external meetings, including venue setup, catering and technology needs
  • Maintain professionalism and a high level of client service in all interactions
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Carly Gillette

Carly Gillette

Client Service Specialist,

Marketing Specialist

Personal Intro

Carly is a powerhouse of client relations, marketing insight, and operational support. She plays a key role in keeping our team organized and our clients happy, ensuring every interaction runs smoothly. Originally from Plymouth, Utah, Carly now calls Allen, Texas home. Outside of work, she’s a devoted mom who loves horror movies and staying active in her kids’ school community.

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