The firm was named in commemoration of the first ship her husband served on in the U.S. Navy. The USS Callaghan displayed the number 994 on the hull of the ship. Ted served as a captain in the Navy with 25 years of service and completed three tours of duty in the Middle East. He also served in the Pentagon on the staff of the Chief of Naval Operations.
Ted believes his extensive military experience has helped him refine skills that are essential for successful financial planning.
“The Navy is mission-oriented. The same way you plan a portfolio with an end goal in mind is similar to developing a plan of action in the Navy. Another parallel is the constant training, educating, and running through emergency procedure. All of which are an important part of the planning process,” Ted explained.
He brings international perspective and strong leadership skills to the firm. Prior to the launch last year, he spent 15 years as a consultant for Natixis and was responsible for the Advisor Academy, through which he provided consulting services to top advisors.
“Even if Kristen wasn’t my wife, I would still want her as my business partner. Kristen has a wealth of knowledge on the end of the business I have less experience with. She’s been responsible for everything from compliance to due diligence and she understands the industry from the inside out,” he explained.
She has 20 years of experience in the broker-dealer business. Most recently, she was senior vice president of advisory and investments with Kestra Financial. Prior to that, she was with LPL for six years as vice president of advisory and brokerage consulting.