Portfolio Support

Caleb was raised in Fruitland, Idaho, in what he describes as a family of entrepreneurs. Growing up, He learned to value time with his family, regularly spending weekends with extended family and taking ski trips with aunts, uncles and cousins.

In his free time he also enjoys reading, snowboarding, watching or participating in pretty much any sport, and spending time with his friends or his niece and nephews. Coming out of a ten year career in live video production, Caleb came to Legacy Wealth Management excited to make an impact in the growth of the company, in any way that he could.

He enjoys tackling any problem, and working to find the best and most efficient solutions in order to create progress. Caleb works in support of Andy Rad and the advisors, helping to manage accounts and portfolios.

He is excited to continue to grow in whatever areas that he is needed on the Legacy Wealth Management team.

Additional Info:

Fantasy Job: Test dummy on roller coasters

Secret Talent: Taking efficient naps

Favorite Vacation: Any trip to McCall

Favorite Book: A Dance with Dragons

Favorite Movie: Whiplash

Best Financial Advice Ever Received: Money is a vehicle, not a destination.

Place You’d Most Like To Visit: Mars

Item On Your Bucket List: Jumping out a helicopter with a snowboard strapped to my feet in the backcountry of Alaska.