As part of the team, Caleb focuses on developing and analyzing financial plans as well as assisting with business retirement plans. Caleb is a graduate of Husson University and holds a Bachelor’s Degree in Financial Planning. During his time at Husson, he was an Eagle Ambassador, an elected chair on the Student Government Executive Board, and the creator and president of Husson University’s Financial Planning Chapter of the National Financial Planning Association. Caleb currently holds the Series 7 & 66 license and State of Maine Life and Health License. He plans to sit for the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam later this year.
Currently, Caleb resides with his fiancé, Brooke, in Newburgh, 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