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Kaleb Doyle

Senior Advisor

CPA, CFP®, DACFP

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 excels in his role as a Senior Advisor within our Family Office Practice, specializing in guiding families with multigenerational wealth through intricate financial landscapes. His clientele is diverse, encompassing business owners, real estate investors, executives, and professional athletes, for whom he assumes the role of a family CFO. Driven by a deep-seated passion for financial stewardship, Kaleb offers advice in advanced investment strategies and estate planning. His proficiency as a CPA is instrumental in devising tax-efficient solutions, ensuring his clients’ financial decisions are both strategically sound and fiscally prudent.

Kaleb graduated from the University of Missouri in Columbia with a bachelor’s degree and a master’s degree in accounting. He earned Latin Honors and received 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 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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

First Quarter Investment Report – 2025

First Quarter Investment Report – 2025

April 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – March 2025

Monthly Recap – March 2025

April 10, 2025

MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy ...

Liberation Day

Liberation Day

April 3, 2025

Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WH...

Ready for Take Off: Private Air Travel

Ready for Take Off: Private Air Travel

April 3, 2025

By Anna McDonald, Director of Family Learning When most people think of private air travel, they often...

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