Professional
After an elbow injury hindered a once promising football preferred walk-on scholarship to the University of Georgia, Caleb decided to attend Valdosta State University to study accounting and finance. Caleb always knew he wanted to be a business owner which was brought to light at a young age when dream became a reality. He started his first entrepreneurial venture at the age of 19 while also attending VSU as a full-time student. In addition, Caleb held positions as Vice President and President of the Beta Tau Chapter of Pi Kappa Phi National Fraternity while also volunteering with the local YMCA challenger league.
After college, Caleb continued his business while also working with young athletes as a sports specific trainer. After the exit from the business, Caleb saw a need in the community for exit and succession planning. This realization along with the desire to help other business owners with all of the challenges they face inspired him to start a comprehensive planning practice with Northwestern Mutual.
Education
Degree
Major
Finance
Accounting
Institution
Georgia Southern University
Valdosta State University
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Retirement Planning & Income Strategies
Investment Planning & Strategies
Life Insurance Strategies
Disability Planning
Business Risk Management
Business Employee & Executive Benefits Planning
Business Planning & Succession
Disability Planning for Physicians & Dentists
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
