About Caleb
As Vice President of Business Development, Caleb’s primary responsibility includes recruiting new financial advisors and firms to join Valmark. In this role, he works to develop and coordinate a strategic plan to successfully transition a new Member to Valmark. He also works to develop business with existing Member Firms, and acts as a relationship manager with leadership of product manufacturers.
Publications & Professional Achievements
- Long-Term Care Insurance: Comparisons for Determining the Best Options for Clients; TheJournal of Financial Planning Magazine
- Quoted in Investment News for a number of Long-Term Care related topics
- National Speaker on Long-Term Care and Retirement Planning topics
Education, Designations & Professional Affiliations
- BSBA, Finance and Financial Planning, Minor in Business Entrepreneurship, The University ofAkron, Magna Cum Laude
- Series 7, 24 and 66 registrations
- Ohio Life, Health and Variable licenses
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Graduate of the Focus Leadership Institute, 2008
- Member of the Association for Advanced Life Underwriting (AALU)