Calen started his career in financial services and joined the team in May 2018, gaining exposure to the full wealth management process—from financial planning and investment strategy to client relationship management. He currently serves as a Portfolio Manager at Vestgen, where he oversees the entire investment management process. His responsibilities include conducting in-depth market analysis, selecting securities, constructing portfolios, and monitoring performance. Calen works closely with the advisory team to develop tailored investment strategies that reflect each client’s unique goals, risk tolerance, and financial objectives. He actively tracks macroeconomic trends and policy developments to ensure portfolios remain strategically aligned and resilient.
He holds Series 7 and 66 securities registrations with LPL Financial and is an Accredited Wealth Management Advisor℠.
Calen earned his bachelor’s degree in finance and banking from the University of Missouri, completing the program in just three years. During his time at Mizzou, he was a member of the Investment Club, competed with the club golf team, and worked as a personal trainer at MizzouRec.
In early 2025, Calen relocated to Colorado, where he continues to stay active with his Belgian Malinois, Kaizer—whom he trains and takes on outdoor adventures. He also enjoys golfing, hitting the gym, and cheering on Sporting Kansas City and the Kansas City Chiefs with friends and family.
