Caleb has worked in the industry since 2022, getting his start at Fidelity Investments as a workplace planning consultant. As a workplace planning consultant, he primarily worked with 401k participants helping with savings strategies, investment allocations, and planning for retirement.In his time at Fidelity, he earned his Series 7 and 66 licenses.
Caleb is currently working with Ryan Boyd at AnchorPoint Financial assisting clients with planning strategies. He is a graduate of the University of Cincinnati (2022) and now lives in Cabot, AR. In his free time, he enjoys being outdoors, playing guitar and spending time with family and friends.
Arkansas Insurance License: #19760942