Callahan Ceplenski

Wealth Advisor at The Colony Group

Callahan Ceplenski, CFP®, currently serves as a Wealth Advisor at The Colony Group, a position held since February 2021, after progressing from Associate Wealth Advisor. Prior experience includes roles at Wolf & Company, P.C. as a Tax Senior and Tax Staff III from February 2018 to February 2021, and as a Tax Associate II at Andersen from June 2016 to January 2018. Callahan specializes in providing tax and financial advisory services to high net worth individuals, families, and closely held businesses, with extensive knowledge of federal and state tax returns, including individual, trust, partnership, and gift-tax returns. Early career experience includes a part-time role as a Real Estate Accountant at Publix Super Markets and an internship in the same field, both of which involved financial reconciliations, lease reviews, and account audits. Callahan holds a Bachelor's degree in Accounting and Business/Management from Florida Southern College, completed in 2016.

Links


Org chart

This person is not in the org chart