Kaleb K. Jones, CFP®
Kaleb received his Bachelors in Personal Financial Planning from Texas Tech University in 2012, completed a short internship at Lifestyle Financial Advisors, and is now a Certified Financial Planner™ professional. Kaleb creates custom, comprehensive financial plans through deep client relationships and thorough analysis. He strives to deliver financial plans in a way that's impactful, meaningful, and most important understanding to the clients he serves. He holds his series 7, 66 securities registrations, and an insurance agent through the state of Texas.
In his downtime Kaleb enjoys spending time with his wife, Candice, their daughters, Mary-Ann and Allison, 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.