Meet Our Team

We invite you to learn about us online and follow up with a call or complimentary consultation. We truly care for our clients like family.

-Phil Calandra

Phil Calandra, RFC ®

Founder and CEO

Before becoming a financial advisor, Phil served as a consultant for over 20 years for Fortune 500 corporations like Coca-Cola and UPS. He is a Investment Advisor Representative and a member of the International Association of Registered Financial Consultants (RFC).

Phil is the author of Retirement Unchained: Break Free from Wall Street and a Government Gone Wild. An Atlanta-area native, Phil has appeared on ABC, NBC, CBS, and FOX affiliates around the country. He has been featured in many publications, including Fortune and The Wall Street Journal.

Areas of Specialty

  • Retirement Plans
  • 401(k), 403(b), & IRA Rollovers
  • Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts)
  • Insurance including Life, Long Term Care and Disability
  • Asset Allocation Strategies
  • Income Distribution Planning
  • Consultation with Tax and Legal Advisors
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Designations / Education

  • Registered Financial Consultant
  • Registered Investment Advisor
  • Series 65
  •  

Trish Overton

Chief Operations Officer

As the Chief Operations Officer at Calandra Financial Group, Trish oversees all new account transfers and paperwork. She is also responsible for all client account communication and updates. Trish has been in financial services for over 20 years and holds multiple licenses. Her resume includes experience in banking, brokerage, and personal finance.

A native of Green Bay, Wisconsin, Trish resides in Kennesaw, Georgia. She is a member of Transfiguration Catholic Church, an avid sports fan, gardener, animal lover, and Fairy Godmother with Bert’s Big Adventure.

Chris Ellen Lauritano

Director of Client Services

Chris Ellen joined Calandra Financial in February of 2020. Prior to joining Calandra Financial, Chris Ellen worked at Northwestern Mutual as an Associate Financial Representative for over 10 years where she provided all aspects of client service and sales support. She works with the client service team to assist with account paperwork, money movement, and meeting preparations. In her free time, Chris Ellen enjoys exploring Atlanta, spending time with her family and friends, and attending FSU and UGA sporting events.
Kyle Calandra

Kyle Calandra

Business Development Manager

Kyle currently attends Kennesaw State University and began working at Calandra Financial in July of 2019. Kyle heads most audiovisual projects, including the “On The Retire Road” Podcast and Vlogs.

Some fun facts about Kyle are, he is the founder and head of content for his very own podcast production studio, Calandra Radio Network. He is the younger of Phil’s twin sons, and an avid College Football fan (Go Vols and Hooty Hoo). Kyle attends The Living Room college ministry at Woodstock City Church.

Jacob Herndon

Jacob Herndon

Medicare Specialist

As a kid, he dreamed of being Inspector Gadget, but now he works as our in-house Medicare Specialist! He attended Tennessee Tech University, where he played football and ran track. Most of his family has four legs instead of two – Jacob and his wife have three dogs at home and A BABY ON THE WAY!!

Calandra Cares

As a part of our commitment to our clients and community, we partner with local charities to influence positive change in the community through service, support, and stewardship.

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As an independent wealth management firm, we represent only the interests of our clients — not those of a corporation or bank. We are committed to guiding those we serve towards and through their retirement years in the smoothest, most comfortable way possible. Investment Advisory Services offered through Calandra Wealth Management, LLC a Georgia Investment Advisor.

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