Caleb spent three years working at a national public accounting firm before transitioning into a financial advisor role with the company that would eventually be merged into Vision Financial. His accounting background provided him with an analytical approach that translated well into teaching his clients how to manage their investments and overall financial planning.
Caleb enjoys providing objective and customized strategies for his clients, designed around their unique situations and needs. This attention to detail provides his clients with fresh insight and creative solutions to help investors move toward their goals.
Caleb spends his free time playing and watching sports, hitting the golf links, traveling, and enjoying time with family and friends.