Caleb grew up in Worthington, OH and attended Taylor University where he earned his degree in Finance with a minor in Psychology.  Caleb's financial career began at Ameritas Investment Company and Ameriprise Financial.  Caleb made the decision to join the Bluestone team in 2024 to better serve his clients. 

Caleb believes one of the keys to building a financial plan starts with listening carefully.  Every client has their own unique goals and financial history.  In order to provide valuable advice, Caleb has to first understand exactly what is important to each client. Much of his work is with clients looking for guidance on the best way to manage their resources in and through retirement. However, he also works with a number of local corporate retirement plans.

Caleb and his wife Rachel reside in Westerville.  They have three kids, Zac, Dan, & Gabby.  You can often find them at one of their kid’s activities (mostly baseball & basketball, where Caleb is likely coaching in some capacity) and they are also actively involved with their local church, Grace Polaris.  Having lived in Columbus almost his entire life, Caleb is a diehard fan of Ohio State football and basketball.