Meet Caleb

BACKGROUND:
Caleb has two years of experience in the insurance and financial services industry. His primary focus is on offering businesses with 401(k) plans and following up with the individual employees to assist them with their personal financial planning needs. Caleb has advanced his education through obtaining the Chartered Retirement Plans Specialistsm  designation. Caleb is excited to use his education to assist his clients and find solutions for their financial goals.
 
POPULAR SOLUTIONS:
Single-employer 401(k)s
Pooled employer plans (PEPs)
Association retirement plans
Group benefits*
Financial education
 
EDUCATION & CREDENTIALS:
Caleb has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, Health, & Variable insurance License. He has a Chartered Retirement Plans Specialistsm designation (CRPS®). Additionally, Caleb has a Ph.D. in Neuroscience and is a member of the Association of Financial Educators (AFE).
 
INTERESTS:
Caleb resides in Katy, TX along with his wife, Melissa, and two sons, Nathan and Brett. His hobby is pursuing "collecting hobbies," from a broad range of interests with a particular emphasis on gardening. He enjoys new experiences and learning.
 
*Not all group benefits are offered through Principal®. Approval #1711860-072021