Caleb Jennings

MBA, CFP®, CIMA®, AIF®

Director of Client Engagement

Caleb Jennings’ tenure with Sanderson Wealth Management began in 2005 as a continuation of his over 20-year career advising high net worth families.  As Director of Client Engagement, Caleb prioritizes client relationship management and directly serves over 60 families.  He is also a member of the Leadership Team and Investment Committee while playing an active role in mentoring Sanderson’s financial analysts and younger advisers.

Experience and credentials.

  • [simple_tooltip content=’CERTIFIED FINANCIAL PLANNER™ (CFP®) is a certification awarded by the Certified Financial Planner Board of Standards, Inc. The certification exam includes more than 100 topics in the areas of financial planning, taxes, insurance, estate planning, and retirement. To maintain CPF status, professionals must also complete continuing education programs annually.’]CERTIFIED FINANCIAL PLANNER™ (CFP®)[/simple_tooltip]
  • [simple_tooltip content=’Certified Investment Management Analyst (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application. ‘]Certified Investment Management Analyst (CIMA®)[/simple_tooltip]
  • 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

Personal interests.

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.

Put our experience to work for your wealth.

Schedule a consultation to learn more about our investment services.