Communication Specialist

Caleb is the heart of the team, always ready with a warm smile and a kind word. His love and compassion for others shine through in everything he does, making everyone he meets feel valued and cared for. Caleb’s ability to connect with people reflects the family values that have guided this firm for generations, and his gifts for intentional listening, creative problem-solving, and an analytical mind make him an integral part of the company’s success.

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As the 4th generation to work in the family business alongside his brother, Noah, Caleb brings a fresh perspective and boundless energy to the team. Learning directly from his father and grandfather, Caleb carries forward their wisdom while contributing his own unique ideas. His passion for baking has become a special part of the business, and clients are often greeted with a batch of his homemade chocolate chip cookies.

Caleb has completed both the Matson Method and Master’s Programs at Matson Money, equipping him with the skills and knowledge to support families on their financial journeys. When he’s not at work, Caleb enjoys baking, clay shooting, playing Dungeons and Dragons, and attending Crossroads at Olive Baptist Church. Whether he’s crafting a financial plan or sharing a freshly baked treat, Caleb’s dedication to excellence and to those he serves is evident in everything he does.