Raised on a farm in Southeast Missouri, Kaleb brings a unique background to our team. His upbringing instilled the values of work ethic, trust, family, and faith. Although he chose not to pursue the profession of farming, Kaleb insists he will never forget where he came from.
Kaleb graduated from the University of Missouri in Columbia with a bachelor’s degree and master’s degree in accounting. He earned Latin Honors and was a recipient of the prestigious “Mizzou ‘39 Award”, rewarded annually to 39 outstanding seniors. Kaleb holds licenses as a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also holds a DACFP Certificate in Blockchain and Digital Assets™ from the New York Institute of Finance.
Kaleb primarily serves as the leading Advisor in our Professional Athlete Practice. In addition, he serves many successful families, including Family CFO clients, with diverse backgrounds. Kaleb’s fundamental responsibilities are advising his clients through complex investment and estate planning decisions, while utilizing his CPA background to navigate these decisions in the most tax-efficient methods possible. He prides himself on being ready and available for his clients during every step of the process.
Kaleb and his wife, Christin, are parents to two lively boys. When Kaleb is not spending time with his family, he enjoys watching sports and hitting golf balls everywhere except the fairway.
EDUCATION
- B.S., Accountancy, Minor in Economics, University of Missouri – Columbia
- M.S., Accountancy, University of Missouri – Columbia
PROFESSIONAL DEVELOPMENT
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- DACFP Certificate in Blockchain and Digital Assets™, New York Institute of Finance
NEWS & PUBLICATIONS
