We help you reach your financial goals through proven, honest investment strategies. Contact us today to schedule an appointment.
385-223-8688
myteam@caliberwm.com
Mon-Fri: 8am - 5pm
980 East 800 North, Suite 203
Orem, Utah 84097
© 2024 Caliber Wealth Management. All Rights Reserved.
Caliber Wealth Management LLC is a branch of office of DFPG Investments LLC. Securities offered through DFPG Investments LLC member of FINRA & SIPC. Investment Advisory Services offered through Caliber Wealth Management LLC a SEC registered investment advisor. DFPG Investments LLC and Caliber Wealth Management LLC are not affiliated. This is neither an offer to sell nor a solicitation of an offer to buy securities. An information contained on this website alone should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment.
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Please review our Client Relationship Summary.
Dave earned his Bachelor of Science degree in Business Management with an emphasis in Finance from Brigham Young University. While attending BYU, the National Society of Collegiate Scholars honored him for his academic skills and leadership abilities. Prior to co-founding Caliber Wealth Management, Dave spent several years with RCM Investments and Merrill Lynch in Provo, Utah. From his years in the financial sector, Dave brings a multitude of financial skills to the firm. He believes that the key to a successful practice is to provide a high level of service to a select group of clients.
In his free time, Dave supports local entrepreneurs and serves on the board of the BYU Rollins Center for Entrepreneurship and Technology.
David currently holds the Series 7, Series 66, Series 31 registrations, and Life, Accident & Health Insurance licenses and Variable Contracts Licenses. Check the background of this investment professional on FINRA’s BrokerCheck.
Todd earned his Bachelor of Science degree in Business Management from Utah Valley University. Before joining Caliber Wealth Management, Todd was CEO of a leading provider of online education and professional consulting. He has more than 10 years of experience in financial and entrepreneurial education and strengthens the firm with his expertise in operations, management, and investments. Todd enjoys staying active and healthy. He has completed two Ironman triathlons, and enjoys Crossfit, mountain biking, and golf. Most of all he loves spending time with his wife Emilie and their three daughters Claire, Lucy, and Olivia. Todd currently holds the Series 7, Series 63 and Series 65 registrations. Check the background of this investment professional on FINRA’s BrokerCheck.
Madison graduated with her Bachelor of Science degree in Personal Financial Planning with a Minor in Business Management from Utah Valley University. Madison is currently working towards a master’s degree in Financial Planning and Analytics at Utah Valley University. She will graduate with her master’s degree in August of 2022. She currently holds her Series 65 registration as well as her Life and Health insurance licenses.
Madison has been working in the financial planning industry for the past four years. She has a passion for problem solving and loves interacting with clients. Her favorite thing about financial planning is seeing the impact that it has on clients and their families. In her spare time Madison loves playing sports, reading, enjoying time outdoors, and spending time with family and friends.
Joe earned his Bachelor of Science degree in Personal Financial Planning from Utah Valley University. While there, he learned the importance of seeking out a lifelong education and went on to become a CERTIFIED FINANCIAL PLANNER™ professional. Joe joined Caliber Wealth Management in 2022 and leads the retirement services team. Through the process of working with clients, Joe has come to love the financial planning process to help people align their financial picture with their goals. Joe also holds the Series 65 registration and Life and Health licenses.
Joe loves spending time with his wife, daughter, and friends. He enjoys the outdoors, camping, snowboarding, and playing board games.
Jules graduated from Brigham Young University with her Bachelor of Arts degree in Communications with an emphasis in Marketing & Advertising in 2007. Following graduation, Jules started her family, working from home as a mom and as a small business owner. She has 14 years of graphic design and e-commerce experience. She is a welcomed addition to the Caliber Wealth family.
Jules loves her daily workouts, watching sports, and spending time with her husband Justin and their 3 children, daughters Rowan and Harper, and son Rockwell.
Ben earned his Bachelor of Science degree in Personal Financial Planning from Utah Valley University. Ben has worked in financial planning for more than 5 years and is a CERTIFIED FINANCIAL PLANNER™ professional. Ben loves the financial planning process and works hard to stay up to date on the most innovative investment ideas and processes. Ben also holds his Series 66 and Life and Health licenses. Ben enjoys spending time with his wife and 2 boys playing outside, going to St George, spending time in Lake Powell and playing sports.
We're thrilled to announce our new partnership with Diversify Wealth Management, marking a pivotal moment for Caliber Wealth Management. This collaboration empowers us to expand our service offerings and deliver a more comprehensive range of options and strategies to our valued clients. Together, we're poised to leverage enhanced resources, expertise, and insights to craft personalized financial solutions that align perfectly with your goals. This partnership reaffirms our commitment to your financial success and represents an exciting step forward in our journey. Stay tuned for the innovative possibilities ahead as we continue to strengthen and grow, providing you with exceptional financial guidance and support.