Caleb graduated from the University of Akron in 2021 with a Bachelor’s in Financial Planning. Over the course of his college career, he had the opportunity to intern with various financial organizations in the corporate and personal wealth planning fields. Following graduation, Caleb gained valuable planning experience with another firm before accepting an offer with Water Street Financial. He holds a FINRA Series 7 through LPL Financial and FINRA Series 66 license through LPL Financial and Water Street Financial, as well as a Life and Health Insurance license.
In his free time, Caleb enjoys running, reading, and staying active with friends. Being relatively new to Virginia, Caleb and his wife are frequently exploring new activities in the area. He is very excited to join the team at Water Street Financial and adding value wherever he can. Planning for families and individuals is something that Caleb thoroughly enjoys and believes Water Street Financial provides a great opportunity to do just that.