Caleb joined True North in 2019 and serves as the Director of Wealth Planning. In this role, he brings significant technical planning experience and a pragmatic, advisor-rooted perspective along with extensive knowledge, experience, energy, enthusiasm, and problem-solving skills. Prior to assuming this position, Caleb was a Wealth Manager and Senior Wealth Manager, serving some of the firm’s most complex clients. He is part of the Dallas Financial Planning Association and is a multi-year member of the Education Committee.