Caleb Clark

If you’re wondering where to start – I’ve been there.

I know how paralyzing it can be to feel like you don’t have control over your finances. Those emotions are hard to forget, and freeing people from those uncertainties is a driving force for me. I am from North Manchester, IN, and am a Purdue University graduate. After graduating, I spent 11 years working as a State Trooper with the Indiana State Police. Throughout my time in uniform, I frequently witnessed the consequences of poor decision-making. My interactions with people amidst their most agonizing life events equipped me with the ability to apply logic over emotions while maintaining empathy and an uncanny ability to step into the shoes of others. I now reside in Kokomo, IN, with my wife, Jessica, and our three children – Caleah, Adalyn, and Archer. Having a family really caused Jessica and me to break our poor financial habits. As we prioritized financial planning, investing, and budgeting, the stress relief became more and more apparent. I continued to delve deeper into the realm of personal finance, which ultimately propelled me into my current role as a financial professional. In my personal life, I love staying active with my family. We enjoy camping and have visited six states so far. We also travel during our children’s school breaks and have fun riding our e-bikes together. I am passionate about various aspects of fitness and enjoy playing golf at the local courses. Additionally, my family and I attend Crossroads Community Church in Kokomo. My goal is to build long-term relationships with my clients. Not only to serve as their trusted partner but to motivate them to take care of themselves by prioritizing wellness so that they can live out their dreams. I enjoy celebrating the positive results that come when someone puts a plan into action! Professionally, in addition to my securities and insurance licensing, I obtained the Retirement Income Certified Professional (RICP) certification from The American College of Financial Services in October of 2023. It has been an extremely valuable addition to the level of service I’ve been able to offer clients. Many folks have saved for years and years through their employer- sponsored retirement plans; all too often, they haven’t considered how to transition those savings into an income source to replace their workplace paycheck. The biggest piece of advice I can wholeheartedly say applies to everyone who intends to retire someday is this: do not wait until your final few working months to financially plan for your transition into retirement. Take action sooner than later. Schedule your complimentary consultation with me today!