Caleb joined True North in 2022 as a Client Operations Analyst. In 2024, he transitioned into the role of Associate Wealth Manager. He seeks to maintain the highest level of service to build a trusted foundation for the clients he supports.

Prior to joining True North, Caleb was with Fisher Investments and as key support member on their Client Services team.  There, he was able to build foundational skills in client services and operations while better understanding the financial services industry. He expanded his skills after taking on a new team structure to directly support the Investment Counseling team. From this experience, he brings not only an understanding of the operational skills needed to successfully complete his responsibilities at True North, but also the pursuit of bringing new ideas and processes into the role to further expand the success of his team.

The firm’s mission is Fulfilling Lives™, and Caleb supports this by striving for the highest level of support without compromise to his commitment of building a genuine relationship with families he serves.

Caleb graduated from The University of Texas at Dallas (UTD) with a Bachelor of Science in Finance. He then continued his education, earning his MBA from his alma mater UTD, and is a CERTIFIED FINANCIAL PLANNER®.

His hobbies include hiking, rock climbing, snowboarding, and travelling to new countries.