Caleb has several years of experience as a CERTIFIED FINANCIAL PLANNER® serving clients from all kinds of walks. Business Owners, Corporate Executives, High-Earning professionals, and clergy with complicated tax issues are well within his wheelhouse.

Prior to becoming a Financial Planner, Caleb co-founded and led an eCommerce Startup that scaled to seven figures and 32 employees in its first year, in addition to a variety of entrepreneurial pursuits. One day, after sourcing a deal on many truckloads of nearly expired mayonnaise that earned a profit for his boss several times his annual pay, Caleb decided that he wanted to do more than simply be the Mayonnaise King: he wanted to learn a skillset that he could use to help others in profound ways.

Caleb’s favorite things in life are being with his wife and five small children (no, despite living in Lancaster County, PA with five kids, they are not Amish) and being active in his local church. Additionally, he sits on the board of Professionals International: a global nonprofit using entrepreneurship to help alleviate human suffering in developing nations.