Having worked in financial services for over a decade, Caleb has engaged with numerous respected industry leaders, key investment companies, broker-dealer/RIA owners, and countless financial advisors. This experience has led him to develop an advanced, solution-oriented business process that commences with straightforward communication and concludes with cohesive strategies for achievement. Below are a few areas of Caleb's expertise: Business Development | Business Transition Consulting | Broker-Dealer Succession Planning Talent Acquisition | Real Estate Strategies | Traditional, Alternative & Specialty Investments Wealth Management & Preservation | Retirement Income Solutions | Legacy Planning 