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Biography

Caleb is a Senior Associate in the Bowling Green office. In this role, he creates personal financial plans for clients and provides support for other advisors on the team.

Prior to joining Cerity Partners, Caleb served as a Financial Advisor at ARGI Financial Group. Before ARGI, he worked as an Account Executive and Licensed Agent for a local insurance agency in Bowling Green, Kentucky.

Education

  • B.S. in Finance from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.