Caleb started his financial career with TVI as an intern back in 2021. He worked in that capacity for little over a year before taking a break by serving an LDS mission for 2 years. When he returned from his time serving, he decided to continue working for TVI but in a different capacity, as an Investment Adviser. He currently holds several certifications, including the Series 7 and 66 registrations. Caleb's primary roles include assisting institutional investors align their portfolios according to state statutes, investment policies, and goals.
When Caleb is not in the office you can often catch him either reading or fishing in a nearby river.