Our proven, collaborative, 5 step process. Your life never stops evolving, so our process is ongoing and flexible.
Choose what services you need and your preferred method of working with us: in-person, online, or both.
Client service, centered on you. At Caliber, you're supported by a team of professionals, dedicated to a premier level of service.
Comprehensive Stewardship for your Family's Wealth
As wealth grows, so does complexity. Managing investments is only one piece of the puzzle. At Caliber Wealth Management, we help high-net-worth individuals and families bring clarity to the many moving parts of their financial lives—from tax and estate planning considerations to retirement, philanthropy, charitable giving tax strategies, trust integration, estate planning coordination, multi-generational meetings, executive compensation analysis, business planning, and legacy goals. By combining the expertise of our entire team, we help simplify complex decisions so you can focus on what matters most with confidence and purpose.
Guided by Respected Industry Standards
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
JAMES CERV
CLIENT SERVICE MANAGER
FINANCIAL ADVISOR
FINANCIAL ADVISOR
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
JEFF OSTRANDER CFP®, CRPC®
JIMMY KELLEY CFA®
JOE GRAVINO CFP®
JOHN D. ARNDT CFP®
JOSH MCKENNA
FINANCIAL ADVISOR
CHIEF INVESTMENT OFFICER
FINANCIAL ADVISOR
FINANCIAL ADVISOR
CHIEF OPERATING OFFICER
KATIE MANNING
LAUREN OLSEN
MARK ALBRIGHT CFP®, CRPC®
MEGAN BICE
MICHAEL WARD CRPC®, AAMS®
CLIENT SERVICE MANAGER
DIRECTOR OF SERVICE DELIVERY
CHIEF EXECUTIVE OFFICER
and CHIEF COMPLIANCE OFFICER
DIRECTOR OF CLIENT ENGAGEMENT
FINANCIAL ADVISOR
SAM JONES
STEPHEN PHILLIPS CFP®
TYSON SPRICK CFP®, RICP®
VAUGHNDENA GIBSON
