Caleb joined Geometric Wealth Advisors in 2026. Prior to joining the firm, he earned his B.S. from Oregon State University and gained hands-on financial planning experience as a Private Client Advisor at Key Investment Services and as an intern at Brighton Jones.
Caleb was drawn to Geometric by the firm’s commitment to delivering a comprehensive planning experience, particularly its integrated in-house tax expertise. He chose to work in this field because of the opportunity financial planning provides to build enduring client relationships and see the meaningful, long-term impact of personalized advice.
Caleb lives in Junction City, Oregon, with his partner, Aoibheann, and their two cats, Orzo and Gnocchi. In his free time, he enjoys hiking, photography, and reading.
Disclaimer: Financial Planners at Geometric provide valuable support around many financial planning topics. However, they do not provide investment advice on securities and are not investment adviser representatives under the Investment Advisors Act of 1940.