Meet Caleb!

Caleb Mitchell
Financial Strategist
My calling is to help individuals and business owners take control of their finances through faith-based strategies that bring clarity, education, and long-term confidence. I focus on tax-advantaged and tax-free retirement solutions that allow businesses to diversify benefits, care for key employees, and steward their resources with wisdom. My heart is to walk alongside each client with honesty and care—listening first, educating clearly, and helping them feel supported and confident as they make financial decisions that impact their future and legacy. Everyone deserves a strategy they can trust and a partner who truly listens.

