“Your retirement goals deserve a clear vision. I help people translate that vision into a financial blueprint that unlocks your freedom and fulfillment in the next chapter.”
Caleb has been helping clients understand their financial possibilities and guiding them to reach their goals since he joined McAdam Financial. He is driven to help clients find the relief and confidence that comes from understanding their financial standing.
His foundation in finance was laid at Washington State University, where he earned a Bachelor of Arts degree in business administration with a major in finance. During his time there, he played a key role as head fund manager, successfully managing a $5.5M endowment fund with the goal of beating the S&P 500.
Caleb has always had a passion for finance and helping people progress. He now specializes in helping clients map out multiple financial goals and timelines. His wealth of knowledge has been honed by working with hundreds of individuals across various situations and scenarios.
When he’s not helping clients, Caleb enjoys golf, snowboarding, and exploring new cities and foods. He often visits his family in Arizona, where his parents are happily retired, and his sister is a second-grade teacher. Originally from Washington, he also enjoys following Seattle sports teams.