Kaleb joined the firm in 2014 and serves as Dan and Denise's top lieutenant! He serves as an integral part of the firm's management team as he oversees both the financial planning department and the firm's investment portfolio. He also assists with firm operations, mentoring new advisors; and oversees many of the firm's top client relationships.

Kaleb joined the firm after graduating with a B. A. in finance from the University of Iowa and will be a Hawkeye fan for life! He enjoys being outdoors whether it’s fishing, hiking or kayaking. He and his wife Hannah love adventure, going camping and traveling whenever they can. Kaleb grew up in a large family in Knoxville, Iowa, and is the proud father of two beautiful little girls, Ava and Ruby! He and Hannah stay busy keeping up with their activities as they grow!