Caleb has been working as a financial advisor since 2012, with a particular focus on helping business owners navigate the financial complexities of growing, valuing, and eventually exiting their companies. He values forward-thinking strategies and philosophies, and believes financial control is not a fixation on money, but rather a freedom from it. With this mindset, he brings a fresh and powerful approach to financial planning. As a Certified Exit Planner (CExP™), he works closely with owners to build a plan for their business’s future long before a transition is on the horizon.

He began his journey into financial planning at Illinois State University, earning his Bachelor’s of Science in Finance with a minor in Financial Planning in 2012. After graduating, he spent several years developing his craft at IPI before co-founding LifeWise Wealth Advisors with John Foley in 2016. Establishing their own firm has allowed them to grow their team and ability to provide excellent service to existing clients while welcoming new ones. In 2026, Caleb helped lead the firm into its next chapter, establishing LifeWise as a fully independent registered investment advisory firm, giving the team direct control over their investment platform and the ability to serve clients purely as fiduciaries.

When Caleb is not at the office, you can usually find him in his garage working on his cars, or out at the track putting his modified Miata through its paces in autocross competition. Caleb and his wife Megan have been married since November of 2018. You can often find them spending time together outdoors with their dog, Niko. They also enjoy traveling and exploring new places.