WELL-COORDINATED MANAGEMENT
OF ALL YOUR ESSENTIAL FINANCIAL AFFAIRS
When you become our client, you gain the benefit of having an entire team of experienced and dedicated financial professionals working together on your behalf, sharing their knowledge and perspective to address your financial needs.
Caliber pairs personalized local expertise with the resources of a large firm to help clients to feel confident no matter what situation or markets we face.
When you become our client, you gain the benefit of having an entire team of experienced and dedicated financial professionals working together on your behalf, sharing their knowledge and perspective to address your financial needs.
Pairing this personalized local expertise with the extensive resources of a large firm like Raymond James allows Caliber clients to feel confident no matter what situation or markets we face.
CALIBER
TEAM MEMBERS
ALEX PETROVIC, III CFP®
ANDIE CROWELL
ANDREW DIBBLE
beth esch
BRENT BLOOMER CRPC®, APMA®
FINANCIAL ADVISOR
HUMAN RESOURCES MANAGER
FINANCIAL ADVISOR
SENIOR CLIENT SERVICE MANAGER
FINANCIAL ADVISOR
BRYCE BROYLES
BRYSON SLATER CFP®
cole dimond
DAWSON KRUSE
DOMINIC ELIOT
CLIENT SERVICE MANAGER
FINANCIAL ADVISOR
FINANCIAL ADVISOR
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
JAMES CERV
JEFF OSTRANDER CFP®, CRPC®
JIMMY KELLEY CFA®
JOE GRAVINO CFP®
JOHN D. ARNDT CFP®
CLIENT SERVICE MANAGER
FINANCIAL ADVISOR
CHIEF INVESTMENT OFFICER
FINANCIAL ADVISOR
FINANCIAL ADVISOR
JOSH MCKENNA
KATIE MANNING
LAUREN OLSEN
MARK ALBRIGHT CFP®, CRPC®
MEGAN BICE
CHIEF OPERATING OFFICER
CLIENT SERVICE MANAGER
DIRECTOR OF SERVICE DELIVERY
CHIEF EXECUTIVE OFFICER
and CHIEF COMPLIANCE OFFICER
DIRECTOR OF CLIENT ENGAGEMENT
MICHAEL WARD CRPC®, AAMS®
SAM JONES
STEPHEN PHILLIPS CFP®
TYSON SPRICK CFP®, RICP®
VAUGHNDENA GIBSON
FINANCIAL ADVISOR
CLIENT SERVICE MANAGER
DIRECTOR OF COMPLIANCE
FINANCIAL ADVISOR
OFFICE MANAGER
ZACH ZARDA CFP®
FINANCIAL ADVISOR
Partners = Owners that have strategic control and responsibility over the direction of the firm.
Investment advisory services provided by Caliber Wealth Management, LLC, a registered investment adviser.
This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness.
Caliber Wealth Management, LLC and its representatives do not provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
and 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
