Caleb knows the importance of wealth management for his clients and enjoys helping them reach their goals. He accomplishes this by applying a financial planning and investment process to define client goals and create an investment portfolio to attain them. In addition, Caleb helps business owners structure their business retirement plans to reduce risk by evaluating fees, using a process for investment selection and providing education to employees. Holding the Certified Plan Fiduciary Advisor credential (CPFA), and being a candidate for the CERTIFIED FINANCIAL PLANNER™ certification, represents his desire to help his clients.
Currently, Caleb resides with his wife, Brooke, in Hampden, ME. In his spare time, he enjoys golfing, walking with his dog, DIY projects, as well as traveling to tropical locations and national parks.
ME, TX, SC, MA, FL, NH, GA