Investment Advisor Representative

Caleb services our clients by educating them about Medicare and taking care of their general requests. He also works directly under Pete Cymbalak as an Investment Advisor Representative. This allows him to gain experience creating retirement plans and how to service our client base best. Caleb graduated from Moody Bible Institute with a double major in 2021, and subsequently got married to his wife Erica right after. He enjoys anything and everything to do with the outdoors, cars, and football.

Turn your vision into your reality.