Client Advisory


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.


  • B.S. in Finance from Western Kentucky University



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