Caleb is a Planning Associate who assists our advisors in plan development and strategies for a segment of our client families. He supports the team through in-depth investment research, portfolio analysis, and financial planning across the wealth management process. Caleb’s passion for financial planning derives from a deep desire to help others live a more meaningful life if possible, and he values the combination of analytical work and personal relationships that his work allows for.

Caleb earned a Bachelor of Arts degree in Economics from Colgate University, graduating summa cum laude and playing inside linebacker on the school’s Division I football team. He is currently working on both an MBA in Finance and a Master of Science in Finance with a major in Financial Planning and Wealth Management at Bentley University, where Caleb was honored to be invited to play football for Bentley like he did for Colgate. His work ethic, attention to detail, perseverance, and team-first attitude have earned him a great deal of respect from his teammates, friends and family.

Caleb believes in a healthy balance between work and life. Caleb has a passion for the outdoors and loves to hunt, fish, hike, and help his grandparents on their family farm. He enjoys spending time with his wife, Liz, and friends, and is involved in his local church community. He has been on several mission trips to Guatemala and Honduras and has spearheaded community service projects during his college years.