Caleb Jennings

MBA, CFP®, CIMA®, AIF®

Vice President of Investment Advisory Services

Since joining our firm in 2005, Caleb has proven to be an invaluable member of Sanderson Wealth Management, offering numerous skills and experiences. His primary role is client relationship management, while he also co-manages the performance reporting system, is a member of our research and investment committees, and mentors our financial analysts.

Experience and credentials.

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Director of Performance Reporting | AMG Guaranty Trust, an investment advisory firm based in Denver, Colorado
  • MBA with concentrations in Finance and Consulting | State University of New York at Buffalo
  • BA in Economics | State University of New York at Albany

Personal interests.

Caleb currently serves on the Board of Directors for the Buffalo Audubon Society and is the current Treasurer for that organization.

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.

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