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 About Us_ 

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Stephen L. A. Callahan
A recipient of the Outstanding Young Men of America award, Stephen received his B. S. Degree from the United States Naval Academy and served as an Officer of Marines.  Recipient of the  Small Business Award Of The Year from the United Chamber of Commerce for service to the community. Elected three consecutive years Who's Who and Groveton High School 2020 Hall Of Fame inductee. 

Millicent G. Callahan
She received her B.A. Degree in accounting from Dillard University in New Orleans, LA. She was contracted by La Canada High School and Beverly Hills High School to teach business/investment strategies to Juniors and Seniors. 

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Over 35 years of combined experience in the financial service industry. We've obtained our experience and knowledge by working at notable investment firms which include Dean Witter Reynolds, Fidelity Investments and Griffin Financial Services of Home Savings of America (currently Chase Bank). Our investment license include series 7,6, 63, 24, and 65 (Registered Investment Adviser).



Products offered are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

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