Our Team

Meet Our Expert Team

Jack Callie

Founder

Jack is a seasoned fiduciary and FRC℠ #1749 known for delivering clear, strategic, and forward‑thinking financial guidance. With deep expertise in long‑term planning, tax‑efficient strategies, and innovative tools for managing debt and building wealth, Jack helps clients create financial stability that lasts. He’s worked with thousands of individuals and families, designing retirement plans that are practical, resilient, and tailored to real‑life goals. Jack’s ability to think outside the box—while staying grounded in fiduciary responsibility—makes him a trusted partner for anyone serious about securing their financial future.

Greg Costello

Financial Consultant

Greg Costello – began his career in financial services in 1999 as a stockbroker. He brings more than 26 years of financial services experience, along with the practical perspective gained from owning and operating several businesses. Greg is a Federal Retirement Consultant and a licensed insurance agent committed to helping clients understand their options and make informed decisions about their financial futures.

Jorn Rossi

Financial Consultant

Jorn Rossi, Esq., is a veteran estate‑planning attorney and investment advisor representative with 47 years of experience guiding families, business owners, and retirees through complex financial decisions. Licensed since 1979, Jorn has built a long, successful career as both an attorney and entrepreneur, known for his ability to design airtight estate plans, protect generational wealth, and structure investment strategies that stand the test of time. His decades of legal expertise, combined with hands‑on business ownership and advisory experience, make him a trusted resource for clients seeking clarity, security, and long‑term financial stability.

Miriam Field

Financial Consultant

Miriam is a seasoned advisor and real estate professional with nearly a decade of experience in retirement planning. Known for her attentive, client‑first approach, she takes the time to understand each client’s goals and long‑term priorities, bringing clarity to complex financial and real‑estate decisions. Miriam ensures every client feels informed, supported, and empowered as they shape their financial future.

Doug Rotondi

Original founding member (RIP 2026)

Doug brings personalized solutions and dedicated support to guide clients through every aspect of their journey.

Robert ClarkE

Financial Consultant

Robert Clarke brings years of financial experience and a commitment to helping clients reach their goals. His strong analytical skills and tailored advice ensure a confident financial journey for clients.