Kaleb received his Bachelors in Personal Financial Planning from Texas Tech University in 2012, and completed an internship at LSFA before being hired on full time. He is in charge of the client financial software ‘myLSFA’. In addition to ‘myLSFA’, Kaleb works alongside the advisors to help create financial plans through research and analysis and helps prepare them for client meetings. He holds his series 7 and 66 securities licenses and plans on becoming a financial advisor as his career grows with LSFA.
In his down time, Kaleb enjoys spending time with his wife, Candice, and playing with their two dogs, Bo and Pita. When he is not at home with his family, you can find Kaleb out in Galveston bay fishing in his kayak, trying to shave a few strokes of his golf score, and spending as much time outdoors as he can.
Securities offered through First Allied Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Advisory services offered through Lifestyle Asset Management, Inc., a registered investment adviser and First Allied Advisory Services, Inc., a registered investment adviser.