Financial Planning for Life
Contact Us: 913-681-5800

Meet the team


Dean


Dean Callison

Dean graduated with a degree in Economics in 1986. He worked with commercial investment real estate properties for two years before entering the financial services industry in 1988. Dean worked with PML Securities and Protective Equity Services before joining First Heartland Capital, Inc. in 1993.

Dean Callison has been a CERTIFIED FINANCIAL PLANNER (CFP®) since 1992. The CFP® mark is granted by the Certified Financial Planner Board of Standards Inc. to those individuals meeting the requirements of education, examination, experience, and ethics. Dean remains a member in good standing with the CFP® Board of Standards, Financial Planning Association and other professional organizations requiring ongoing education, compliance with industry standards, and certification.

Dean is a Registered Representative with First Heartland Capital, Inc in Lake Saint Louis, MO and an Investment Advisor with First Heartland Consultants, Inc. Dean is an independent financial planner specializing in financial, estate, and philanthropic planning.

E-mail: Dean@CallisonAndAdvisors.com
Phone: 913-681-5800


Diane


Diane Callison

Diane earned her bachelor’s degree from Taylor University in Upland, IN, and is our Client Services Specialist. She serves Callison clients through a customer service and supportive role interfacing with clients and vendors from around the country, as well as our back office in Lake Saint Louis, MO.

Previously, Diane has over 20 years of experience serving as a liaison and care coordinator in the health care field providing products and services to individuals, families and employers in the Kansas City market. She brings her exceptional client care services and account management skills to our office and is prompt and friendly in handling the requests and needs of our clients.

In her spare time, Diane enjoys gardening, traveling, and spending time with her three adult daughters, one son-in-law, and soon to be grandchild.



Sue


Sue Calvert

Sue Calvert graduated from Maryville University, St Louis, Missouri with a BS in Business. She has been with Sorenson Financial in St Louis since 1999. This year Sue also began to work with Dean Callison in a similar role, assisting wealth advisors with processing, maintaining, and reporting on client accounts and portfolios. Her track record of successfully working with clients and her keen attention to detail make Sue a real valuable resource to us.
When not in the office, Sue and her husband John stay busy with their adult son and daughter and have years attending their college sports games at Big 12 cities. As you might guess, Sue is an avid Cardinals fan, loves taking walks, and enjoys time with family.



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First Heartland

Dean Callison has been affiliated with First Heartland in Lake Saint Louis, MO since 1992. First Heartland provides back office support allowing us to better serve the families we work with. Through First Heartland we have access to First Heartland Capital, Inc., a Registered Broker Dealer, First Heartland Advisors, a Registered Investment Advisory Firm, and First Heartland Corporation which gives us access to additional products and services.

First Heartland is independently owned and operated with no proprietary products or services. Your family benefits from this relationship in many ways, but one of the more substantial benefits is the peace of mind knowing that we are not required to market any products or services due to this relationship.

Clearing services for First Heartland Capital, Inc. are provided through Pershing LLC, the industries largest provider of clearing, custody, and business solutions to financial organizations. The parent organization for Pershing LLC is Bank of New York Mellon Corporation (BNY Mellon) the nations oldest continuously operating bank.


Callison & Advisors

9393 West 110th Street
Suite 500
Overland Park, KS 66213
Phone: 913-681-5800
Fax: 913-851-0455

Business Hours

Monday:
Tuesday:
Wednesday:
Thursday:
Friday:
Saturday:
Sunday:
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
Closed
Closed

Client Access

Callison and Advisor clients may access account information using the client access link below