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M. Callahan Location
Atlanta, GA, US
M. Callahan Work
2026 -now Wealth Advisor and Co-Founder @
2019 -now Wealth Integration Advisor @ Wellspring Planning Group
2014 -now Of Counsel @ Kan Clark, LLP
2014 -2025 Wealth Advisor and Founder @ Xception Advisory Group
2011 -2014 Director of Business and Estate Planning @ The Callaway Black Group, Northwestern Mutual
2010 -2011 Founder and Manager @ deAndrade Callahan, LLC
2009 -2010 Of Counsel @ Albright, Houtsma & Clark, LLC
2006 -2009 Associate Attorney @ Menden, Freiman and Zitron, LLP
2002 -2006 Tax Consultant @
2001 -2002 Analyst @ Arthur Andersen
M. Callahan Education
Georgia State University College of Law
Juris Doctor (Law)
2003-2006
The Catholic University of America
B.A. (International Economics and Finance)
1997-2001
Marist 1991-1997
M. Callahan Skills
Estate Administration
Banking
Estate Planning
Mergers & Acquisitions
Real Estate
Budgets
Tax Advisory
Asset Protection
Tax
Corporate Law
Small Business
Risk Management
Legal Assistance
Personal Finance
Asset Managment
Legal Research
Strategic Financial Planning
Securities
Litigation
Contract Negotiation
Business Planning
Financial Analysis
Insurance
Finance
Due Diligence
Investments
Private Equity
Wealth Management
Corporate Finance
Retirement Planning
Corporate Governance
Financial Services
Financial Modeling
Portfolio Management
Start-ups
Trusts
Start Ups
Mergers and Acquisitions
M. Callahan Summary
M. Callahan, based in Atlanta, GA, US, is currently a Of Counsel at Kan Clark, LLP. M. Callahan brings experience from previous roles at Xception Family Office, Wellspring Planning Group, Xception Advisory Group and The Callaway Black Group, Northwestern Mutual. M. Callahan holds a 2003 - 2006 Juris Doctor in Law @ Georgia State University College of Law. With a robust skill set that includes Estate Administration, Banking, Estate Planning, Mergers & Acquisitions, Real Estate and more. M. Callahan has 1 emails on RocketReach.
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