Michael J Callahan, CPA, CFP®, MST
Chief Executive Officer, Founding Member
Michael is a Certified Financial Planner™ practitioner, Certified Public Accountant, and holds a Master’s Degree in Taxation from Bentley University. Mike has been involved in personal financial planning, as well as both business and individual taxation for more than 15 years. Our ideas about money are formed by our life experiences. Over the years, Mike has seen those close to him make common money mistakes from not having enough life insurance, to not doing the proper estate planning. When he received an inheritance in college and started looking into how he could use it to achieve his goals, he realized that he could use those experiences to help others. He changed his major to Finance, and the rest is history.
In addition, he is the founder and Executive Director of the Kristin M. Callahan Foundation, a non-profit organization focused on raising awareness of Hypertrophic Cardiomyopathy (HCM), particularly in young people.
Mike was born and raised in North Reading, MA and now lives in North Andover with his wife, Danielle, and his two children, Emily and Jack.