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.
Partners = Owners that have strategic control and responsibility over the direction of the firm.
SERVICE
TEAM
JOSH MCKENNA
LAUREN OLSEN
MEGAN BICE
ANDIE CROWELL
VAUGHNDENA GIBSON
CHIEF OPERATING OFFICER
DIRECTOR OF SERVICE DELIVERY
DIRECTOR OF CLIENT ENGAGEMENT
HUMAN RESOURCES MANAGER
OFFICE MANAGER
KATIE MANNING
STEPHEN PHILLIPS
MELANIE MULLALLY
beth esch
KATHY HANEBERG
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
CLIENT SERVICE MANAGER
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.