Caleb has worked in the wealth management industry for over a decade, gaining experience in holistic wealth planning, strategic investment solutions, dynamic family governance, and family office management.

Caleb joined True North in 2019 and serves as the Senior Director of Wealth Planning. In this role, he brings significant technical planning experience and a pragmatic, advisor-rooted perspective along with extensive knowledge, experience, energy, enthusiasm, and problem-solving skills. Prior to assuming this position, Caleb was a Senior Wealth Manager, serving some of the firm’s most complex clients. He serves on the board of the DFW Financial Planning Association as Director of Education.

Prior to joining True North, he served high and ultra-high-net-worth clients at Tolleson Wealth Management and RGT Wealth Advisors. Caleb is passionate about providing meaningful outcomes for client families through complex planning and generational wealth solutions. He also has a keen interest in business strategy and the mentorship and development of other advisors.

The firm’s mission is Fulfilling Lives™, and Caleb supports this with intentional focus on enhancing the planning and advisory capabilities of the firm. A more robust understanding of nuanced planning allows our advisors to help clients achieve their family’s unique life goals.

Caleb earned a Bachelor of Science, Cum Laude in Personal Financial Planning at Texas Tech University. His hobbies include fitness, travel, snow skiing, and motorcycling. Outside of the office, Caleb enjoys time with family, volunteering for Carry the Load, and pursuing new learning opportunities.