As an independent advisor, he serves as a fiduciary putting your needs and interests above all else to implement a plan for your ideal financial future. Over the years, Caleb has enjoyed watching many clients enjoy their golden years, after turning their assets into income and having enough to live the retirement they’ve always wanted. He knows that money and emotions go hand in hand, so part of h
is role is serving like a coach, guiding you to take the emotion out of investing and stick to your long-term strategy that you planned out together. Since entering the financial services industry in 2008, Caleb’s favorite part of his work in getting to know his clients – their lives, their values, what’s most important to them. This helps him provide goals-based advice as he works with clients on their customized retirement income strategy. Caleb knew he wanted to serve others as a financial advisor from the time he earned his Bachelor of Science in finance from the University of Southern Indiana, where he attended on a golf scholarship. Since then, he has continually worked to make an impact on clients lives by helping them manage and execute a pragmatic wealth management strategy. When he’s not in the office, you can usually find Caleb playing golf, which is his lifelong passion. He and his wife, Kacie, who is the love of his life, were born and raised in Carmi. Now they are raising their two children, Cora and Calvin, in their hometown and are passionate about giving back to the community that has provided a wonderful life for their family. Securities and advisory services offered through LPL Financial, a registered investment advisor. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am registered to do business, please visit https://www.mycwmusa.com
