Caleb is a CERTIFIED FINANCIAL PLANNER® professional and Field Director at Northwestern Mutual. A Troy University alumnus with a Masters in Accounting, he specializes in creating analytical financial plans for families, corporate professionals, and business owners, and also focuses on developing new financial advisors.
Outside of his financial practice, Caleb is a former professional ultimate frisbee player. His personal philosophy is centered on "Family First," aiming to help clients align their financial balance sheet with their personal values and life goals, ensuring their financial plans support the life they want to live.
Unique fact: Caleb played professional ultimate frisbee for the Tampa Bay Cannons in the Ultimate Frisbee Association.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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