Caleb is an important member of our team. As a paraplanner, he works with clients to analyze their current situation so the team can create a financial plan that works best for them. He is adept at listening to clients to ascertain their needs and goals.
A graduate of Kansas State University, Caleb holds a degree in Personal Financial Planning. He continues to pursue more education, but also enjoys golfing, working out and spending time with his girlfriend exploring the sights in Kansas City.
Caleb grew up Liberal, Kansas, but enjoys living in the Kansas City area. He’s also a fan of Formula 1 racing, and his biggest accomplishment in life so far was saving someone’s life by performing CPR. His eagerness to help others makes him a valuable member of the Gertsema team.