Callie Walsh

Trust Assistant and Office Manager - 2013

PROFILE

Originally from Darien, Connecticut, Callie moved to Jackson in 2009. She joined Hawks & Associates in 2013 and quickly started working directly with clients in all capacities of their trust, estate and business administration. As Office Manager, Callie manages the daily financial operations for the business including cash flow management, tax preparation and reconciliations. She handles all administrative services, scheduling and account management. Callie also manages Snake River Corporate Service LC, a Wyoming Commercial Registered Agent for over 100 Wyoming entities. Callie is currently working towards obtaining her Certified Trust Financial Advisor designation. As Trust Assistant, she administers trustee meetings, handles trust archiving and keeps track of a wide variety of trust assets.  

EDUCATION

Callie graduated with honors from Roanoke College with a Bachelor of Arts degree in History and a concentration in Communications. She also attended a semester at Bond University in Australia where she studied International Relations. 

  •  Cannon Financials Trust Fundamentals course at University of Notre Dame, July 2015
  •  Cannon Financials Trust 1 course at Pepperdine University, May 2016
  •  Cannon Financials Trust 2 course Atlanta, Georgia, September 2017

INTERESTS

Callie is grateful to call Jackson her home. In her free time she loves to be outside enjoying the mountains with her dog and husband. Skiing, mountain biking, hiking and camping are some of her favorite pass times. Although she loves to travel, Callie is always happy to return home to the Tetons.