Caleb serves as the Senior Financial Planner at Stevens Capital Partners™. Holding both the Certified Financial Planner™ (CFP®) and Enrolled Agent (EA) credentials, he provides comprehensive financial planning with an emphasis on the tax implications of each client’s unique situation. Caleb is dedicated to providing thoughtful, easy-to-understand guidance that empowers clients to make informed financial decisions.
Before joining Stevens Capital Partners™, Caleb worked as a financial planner at one of the nation’s largest wealth management firms, where he advised high-net-worth individuals across abroad spectrum of planning areas, including investment strategy, insurance, estate planning, and tax optimization.
Outside of his professional work, Caleb is actively involved in his church community, where he serves as an usher, a Sunday School teacher, and a middle-school youth group leader. He finds great purpose in mentoring the youth and helping them grow in their faith and character.
Before joining Stevens Capital Partners™, Caleb worked as a financial planner at one of the nation’s largest wealth management firms, where he advised high-net-worth individuals across abroad spectrum of planning areas, including investment strategy, insurance, estate planning, and tax optimization.
Outside of his professional work, Caleb is actively involved in his church community, where he serves as an usher, a Sunday School teacher, and a middle-school youth group leader. He finds great purpose in mentoring the youth and helping them grow in their faith and character.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
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At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and
wealth management. We are your “partners” and a trusted resource for all your needs.
We listen. We strategize. We engage. We resolve issues.
At Stevens Capital PartnersSM
Our services aren’t limited to traditional financial planning and wealth management. We are your “partners” and a trusted resource for all your needs.
We strategize. We engage. We resolve issues.
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