Caleb Cronic,

With a background as a lieutenant in the United States Navy, Caleb brings a distinct perspective to his work as a financial advisor. Caleb served as a commissioned officer in the Navy for six years, completing multiple deployments to the Middle East. He first served onboard USS JAMES E WILLIAMS, a destroyer out of Norfolk, Virginia, and later served as the Anti-Terrorism Officer onboard USS NEW YORK in Mayport, Florida before finishing his service as an Operations Officer and Intelligence Oversight Officer at COMLCSRON TWO.

Caleb earned the CIMA^® (Certified Investment Management Analyst) designation through the University of Chicago, awarded to financial professionals with recognized acumen in investment policy, asset allocation and risk management. He also earned a bachelor’s degree in international relations from the United States Naval Academy and a master’s degree in public policy from Liberty University.

His experience in the armed forces combined with his educational background in policy greatly informs the team’s investment philosophy and process today. Caleb is proud to be a part of a team that brings clients an insightful perspective, personalized attention and boutique-like services. His priority is to help clients successfully navigate wealth management so that they can focus on enjoying their lives.

Outside the office, Caleb is currently a member of the United States Naval Academy (USNA) Alumni Association and dedicates his free time to coaching a number of sports teams for his children. Previously, he was a USNA Alumni Association National Board Trustee and the Jacksonville Chapter President. He has also served on Aspire Church’s Council of Trustees.

Originally from Athens, Georgia, today, Caleb lives in Jacksonville with his spouse, Kristin, and his three children.