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The First Citizens Investment Services Team

We’re A Family-Centered Financial Team

Meet the financial professionals at First Citizens Investment Services. We take time to get to know you, your family, your circumstances, and what is important to you, so we can help you think through the financial decisions in front of you. It’s because of this level of detail and dedication that many of our client relationships continue to grow over the years and across generations. Our passionate, well-established team brings experience, education, personal attention, and a genuine warmth to each conversation so you feel supported through every stage of the journey.

Aurelio Callope

Aurelio Callope, CRC

VP, Financial Advisor

Garrett Larson

Garrett Larson

Financial Advisor

Susan Foley

Susan Foley

Registered Sales Assistant

About Our Firm

Learn more about our history, our values, and what shapes the way we serve you.


Get To Know Us

How We Work

See how we help clients organize the details, define their goals, and build a roadmap around the full picture.


Explore Our Approach

Start The Conversation

Reach out to begin building a financial roadmap shaped around your life and goals.

Contact Our Team