Our Team
Financial Advisors Focused On You
Meet our team of financial advisors in San Francisco, Mill Valley, or San Rafael in California, in Denver/Centennial in Colorado or Omaha and Lincoln in Nebraska.
Team Accolades
Top Next-Generation Wealth Advisors – 2018
Best Financial Planning Firm – 2013, 2014, & 2016
Best Financial Advisor Office of the Big O!
Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016
Financial Planners
Logan W. Sanders, CFP®
Financial Planner
― John WoodenBe more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
Education & Professional Background
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- University of Nebraska-Omaha – BS –Business Finance & Investment Science
- Northwestern University – CFP® – Certificate in Financial Planning
- Member – Financial Planning Association
What Inspires Logan?
My family is my biggest inspiration. I have a wonderful wife and two daughters that mean the world to me. Growing up in Council Bluffs, Iowa, I was blessed to have a loving and supportive family that encouraged me to try new things and always keep learning and growing. I had the opportunity to be heavily involved in my father’s small business, a martial arts school, and learned important life skills including integrity, focus, and perseverance that I get to use in my work every day assisting clients in making healthy and wise financial decisions.
I decided to pursue a career in financial planning after recognizing the opportunity to help families from all walks of life navigate challenging financial situations in order to lighten the burden financial uncertainty may cause and allow them to spend more time doing the things that truly bring them joy.
Associates
Scott R. Leise
Investment Analyst
– Ralph Waldo Emerson“The only person you are destined to become is the person you decide to be.”
Education & Professional Background
- University of Nebraska – Omaha – BSBA – Business Finance, Banking and Financial Markets, Investment Science and Portfolio Management (in progress)
- Chartered Financial Analyst Charterholder – 2024 Level II (Candidate)
- Volunteer – The Salvation Army
- Banking and Finance Educator – Omaha Home for Boys
What Inspires Scott?
Making a difference in the lives of those around me is where I find true inspiration.
Born and raised in Omaha, I was blessed with two wonderful parents and 4 siblings that taught me when I was very young that it takes a village to be successful. The care and support I received early on have been a driving force pushing me to constantly seek new ways to become better each and every day. Over time, a deep desire grew in me that I may, in turn, have a significant impact on my relationships and those in my community.
I love to spend time on a golf course, with family and friends, and volunteering in the community. However, it is my commitment to the pursuit of knowledge, being compassionate, and helping others that has been the cornerstone of my life. I am grateful that I am able to live out these traits professionally as a part of a team that puts serving clients above all else.
Sarabeth Lewis
Director of Banking & Wealth Administration
- Lou Holtz“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.”
What Inspires Sarabeth?
I am inspired by helping others and serving where there is a need.
I was born in a small town in Iowa and grew up on our family’s farm. I learned a lot about hard work from my dad who not only farmed, but also drove a milk truck when I was young. Watching him work hard for our family is what drove me to become a hard worker. That hard work helped me see the true joy in helping others and serving where there is a need.
After getting married I decided to change career paths and work for a non-profit organization in the financial industry in Boys Town, Nebraska. This is where I gained valuable experience working in the financial and investment industry over the past 16 years. A portion of that time was spent at Boys Town in several different roles which included operations in the investment department. I also worked in operations for a local Investment Firm located in Omaha, Nebraska for 6 years prior to joining TS Banking Group. I have always enjoyed working with clients and getting to know them as we worked towards their financial goals.
In my spare time you will find me watching my kids participate in sports or just spending time as a family on our acreage. They also inspire me to be my best for them and others every day.
Leadership
Kevin Forristall, CFA
President
- Peter Drucker
What Inspires Kevin?
I’m inspired by imaging and pursuing an exciting and prosperous future! I have traits of both visionary and builder, so whether it’s pursuing the next big adventure for my family or envisioning what the future holds for the business, I’m always excited to be on the hunt for the next big, exciting opportunity on the horizon. Meanwhile, I also find meaning and grounding in being well-rooted in the communities around me. My wife and I are raising our four kids on our multi-generational family farm and find great purpose in passing on legacy and values from generation to generation.
People who have worked with me in a leadership capacity know I love growing to understand people’s dreams for themselves and then tapping into my skill of envisioning, building and encouraging to help pave the way towards a great future for the people around me. What makes financial planning inspiring to me is knowing we have the opportunity to play a role in helping people’s unique dreams to become a reality in ways that are impactful for them and their loved ones.
In what little white space I have in my calendar, I find rejuvenation in spending quiet time reading and exercising outdoors in nature (usually biking out in the country). When the opportunity allows, I love the family adventure of traveling to new places!
Brett Werner, CFA
Chief Investment Officer
What Inspires Brett?
I am inspired by seeing people use their time, talent, and treasure in service to others.
Ever since I was young, service has been a big part of my life. I grew up in West Des Moines, Iowa, in a family that taught me the values of using my skills and talents in service to others. After high school I moved to Omaha to attend Creighton University, a Catholic, Jesuit school that emphasizes service to others as part of its foundational principles. After college, I began working for a heavily community-minded financial institution. From my upbringing and education, I find joy in helping clients navigate their financial landscape, and by developing and helping them understand and implement investment strategies.
Jay Myers
Investment/Compliance Officer
- Aldous Huxley“Facts do not cease to exist because they are ignored.”
What Inspires Jay?
I am inspired by people who work together as a team and seamlessly come together to serve.
As Investment and Chief Compliance Officer, Jay is responsible for providing investment operations, compliance, due diligence review and analysis for Callahan Financial Planning. Prior to joining Callahan Financial Planning, Jay worked for five years as a Director and Senior Analyst in the regulatory compliance group for a large independent broker dealer. Over two terms, Jay worked for TD Ameritrade in roles ranging from margin risk analysis, Director of Trading, Director of Regulatory Compliance, financial analytics, trade ideas and worked with a small team to develop and implement the firm’s social media strategy. Jay began his career as an instructor at Northwest Missouri State University. Jay holds a Bachelor of Science from Northwest Missouri State University and a Master of Science from Oklahoma State University.