“Family Office serving the Redlands community for over 40 years”

Mike Bosman CMT, MBA

Mike has over twenty years of investment advisory and broker/dealer experience. He founded Bosman Wealth Management and serves as the Managing Member and senior Investment Advisor for the firm. He spent most of his early career in the Silicon Valley and Bay area as an equity analyst and portfolio manager for a Billion dollar hedge fund. He has traveled extensively over the years to visit first hand C-Level executives at their facilities across the globe. He spent 30 days in China visiting over two dozen companies and several private equity firms to see firsthand the growth in Asia. Areas of expertise in equity valuation in the Silicon Valley included Technology, Business to Business Software and semiconductor firms. He has degrees from the University of San Diego, a BS-Business in Finance, and an MBA from the University of St. Thomas in Minnesota specializing in Securities Analysis and Portfolio Management.

He is a Chartered Market Technician and serves on the international Rules and Ethics committee for the Chartered Market Technicians Association. He also donates his time for the University of Redlands Student Investment fund. Mike is active in Redlands Rotary, Redlands 4th of July Committee and several other local charity events. Mike was born and raised in Redlands and is a RHS graduate. He enjoys golfing, spending time with his family and coaching baseball and soccer with his kids.

Bill McCalmon CLU, ChFC

Bill has been in the financial services industry for over 42 years servicing the Redlands community and clients. Bill graduated from Cal Poly Pomona with a degree in Business. He serves as a financial consultant to Bosman Wealth Management and their advisors. Bill served active duty in the US Navy aboard the USS Monticello, including active duty in the Vietnam War. His career started in 1975 with Connecticut General Life Insurance Co. He received his Charter Life Underwriter designation in 1983 and his charter Financial Consultant designation in 1987.

In 1984 he founded Resource Planning and Management in Redlands. He is a past president of Rotary Club of Redlands and a Paul Harris Fellow recipient. In 1982 he received the Redlands Man of the Year award. He was the chairman of the Redlands 4th of July Committee for 44 years ending in 2017.

He enjoys traveling, spending time with his family and staying active in his community.

Linda “Shelly” Riffle
Branch Operation Manager

Shelly has worked in our office for over 17 years and serves as the office manager. She is responsible for operational support and client services. Shelly serves as a member of the team responsible for a wide variety of compliance, administrative and business functions for clients. She supports the firm’s business objectives and contributes to the business by proactively managing and mitigating risk.

Prior to Bosman Wealth Management Shelly worked at Bank of America supervising a number of operational departments. She graduated from Cal State San Bernardino with a Bachelor of Arts degree . She was born and raised (3rd generation) in Redlands and is a Redlands High School alumni. She enjoys gardening, landscape design, home renovation projects, road trips and spending time with her family.

Diane McCalmon
Client Services Associate

Diane has been in our office for over 30 years working with clients on helping them with operational support. Diane has prepared, implemented and maintained office policies and procedures for three decades. She’s responsible for maintaining client office files and documents. She serves as a liaison between advisors and clients.

Diane is also an involved member of the Daughters of American Revolution as their Treasurer. She was on the advisory board of Plymouth Village for 9 years also serving as President. She received the Second Mile Award from Rotary Club of Redlands for community service. Diane is an alumni of Redlands High School.

Our mission is to help you achieve your financial goals.

Our approach is to establish a purely objective, independent, advisory relationship, then apply our knowledge and experience to address your goals with individualized means to achieve those goals.