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
1436 E 820 N
Orem, Utah 84097
© 2020 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.
Laurie graduated from Utah Valley University earning a Bachelor’s degree in Communications with an emphasis in Public Relations. Laurie has the ability to relate to clients at any level, and she takes pride in helping others and providing superior service to every client. Laurie also has a willingness to solve any problem, which makes her an integral part of the Caliber Wealth Management team. In her spare time Laurie enjoys maintaining an active lifestyle including, running, hiking, visiting her family cabin, reading, and traveling as much as she can! But most of all she treasures her time with her husband, Isaiah, and their two kids Cooper and Piper.
After earning a Bachelor of Nursing degree from Brigham Young University and practicing nursing for 29 years, Linda decided it was time for an encore career. She pursued a postbaccalaureate certificate from Utah Valley University, completing the Personal Financial Planning program. She joined the Caliber Wealth Management team in 2018 as the 401k Specialist and Financial Advisor. She loves working with people and helping them plan and prepare for a sound financial future. Linda also loves to spend time with her husband and family, traveling just about anywhere, and most things outdoors (unless it’s cold). Linda currently holds a Series 65 registration.
Hannah comes to us straight from Utah Valley University where she is studying Personal Financial Planning and is working towards her bachelor’s degree. We are excited to have her and her energy on our team. She is responsible for all client service-related items and represents our firm well with her bright personality and work ethic. Hannah loves being outdoors and enjoys playing soccer. Her and her husband Dillon love spending time with their family and with each other. We’re grateful for Hannah’s contributions to our team.
