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
