CALEB ADVISES CLIENTS ON:
Experience and credentials.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Accredited Investment Fiduciary (AIF®)
- 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
Caleb has served on the Board of Directors for the Buffalo Audubon Society as a member and Treasurer. He also enjoys participating in the Annual Buffalo Polar Plunge, which benefits Special Olympics NY.
Caleb lives in Lancaster with his wife, Danielle, and three sons, Liam, Jack, and Kyler. They enjoy hiking together, as well as watching and playing sports.
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