Living his life with kindness first, his ability to demonstrate generosity and consideration toward others by his thoughtfulness, communicating with compassion, listening intently and provide empathy to those around him is a one-of-a-kind skill Kaleb brings to the team. Conscientious and thorough, always attentive, and accountable, he enjoys building relationships with clients in all different phases of life. His primary focus is providing exceptional, timely, and efficient service assisting with day-to-day client needs which includes account maintenance, transfers, and other operational processes.
Kaleb graduated from Eastern New Mexico University in 2022 with a Bachelor of Business Administration; Personal Financial Planning. He began his financial services career at RBC in Beverly Hills and transitioned to the Global Wealth Solutions Group of Raymond James in 2024. Prior to joining he played soccer across multiple countries living in England, Iceland and Spain.
Originally from Clovis, California he actively volunteers at the Community Outreach Center and WestCare California MLK assisting with Holiday Dinners for those in need. In his spare time, he loves spending time with his family, traveling the world, barbecuing, and continuing to keep up with his love of soccer.