Menu
Our Team
Thai-Son Tran, DMD
Founder/CEO
Thai-Son was born in Saigon, Vietnam. At the age of 12, he moved to Quebec Province, Canada. He began to learn French and finished high school and college in Sherbrooke. In 2001, Thai-Son entered dental school at McGill University in Montreal. In 2006, Thai Son graduated dental school and started his one-year residency at the Dental Branch in Houston. That same year, he married the love of his life, Theresa Tran. They both moved to the North Dallas area in 2007 and started practicing dentistry. Currently, he works at Frisco Elm Dental and lives with his wife and 5 children, Matthew, Madan, Myriam, Mabel and Milly, in McKinney, TX.
During his entrepreneurial journey with his wife Theresa, he was struck by the fact that there was a huge disconnect between what the mainstream financial entities (banks, financial institutions, investment firms, etc.) taught the general public regarding finances and what they themselves did to protect and grow their wealth. Within his Vietnamese and Asian community, he found that many people have bought financial products without a solid understanding of all the moving pieces and the impact of these products in the latter years of their lives. In addition, the transparency is not optimal and there are shortcomings in setting and meeting expectations... Therefore, with those realizations, Thai-Son set out, with his close friends, to tell the world that there is a better way by founding InfiniteJoy Financial.
After spending thousands of hours attending personal development and leadership seminars, reading financial books, watching leading financial influencers from the USA and Canada on YouTube, meeting and learning from the top financial experts, Thai-Son is excited to share the financial philosophies, processes and products that empower the general public to lead their families with proper financial literacy and stewardship, and help them on their unique journey towards financial inner peace and true prosperity.
How my role, life experiences, gifts and talents impact others:
I am here to help the InfiniteJoy Financial team live up to its vision and mission. As a dentist, husband and a father of 5 children, I am passionate about helping other families, entrepreneurs and healthcare professionals to equip the next generations with these 5 strong pillars: spiritual, physical, intellectual, emotional and financial.
How I am living out joy in my daily life:
I love spending time with my family and friends, reading books, experience new food and places, traveling, watching movies... but what brings me the most joy is seeing people grow in their faith, finding their meaning and purpose in life, and becoming the best version of themselves.
Quote:
“Do not conform to this age, but be transformed by the renewal of your mind, so that you may discern what is the will of God, what is good, pleasant and perfect.” -Romans 12:2-
During his entrepreneurial journey with his wife Theresa, he was struck by the fact that there was a huge disconnect between what the mainstream financial entities (banks, financial institutions, investment firms, etc.) taught the general public regarding finances and what they themselves did to protect and grow their wealth. Within his Vietnamese and Asian community, he found that many people have bought financial products without a solid understanding of all the moving pieces and the impact of these products in the latter years of their lives. In addition, the transparency is not optimal and there are shortcomings in setting and meeting expectations... Therefore, with those realizations, Thai-Son set out, with his close friends, to tell the world that there is a better way by founding InfiniteJoy Financial.
After spending thousands of hours attending personal development and leadership seminars, reading financial books, watching leading financial influencers from the USA and Canada on YouTube, meeting and learning from the top financial experts, Thai-Son is excited to share the financial philosophies, processes and products that empower the general public to lead their families with proper financial literacy and stewardship, and help them on their unique journey towards financial inner peace and true prosperity.
How my role, life experiences, gifts and talents impact others:
I am here to help the InfiniteJoy Financial team live up to its vision and mission. As a dentist, husband and a father of 5 children, I am passionate about helping other families, entrepreneurs and healthcare professionals to equip the next generations with these 5 strong pillars: spiritual, physical, intellectual, emotional and financial.
How I am living out joy in my daily life:
I love spending time with my family and friends, reading books, experience new food and places, traveling, watching movies... but what brings me the most joy is seeing people grow in their faith, finding their meaning and purpose in life, and becoming the best version of themselves.
Quote:
“Do not conform to this age, but be transformed by the renewal of your mind, so that you may discern what is the will of God, what is good, pleasant and perfect.” -Romans 12:2-
Theresa Tran
Executive Assistant
Theresa was born and raised in Wichita Falls, TX. As the oldest of 4, she is the first generation American Vietnamese. She was very active in her church community as well as in Christian Life Community. She graduated as a radiation therapist in 2003. She worked at Texoma Cancer Center before moving to Houston and worked for about a year at MD Anderson Cancer center.
Theresa married her husband, Thai-Son, in 2006 and after giving birth to their first son in 2008, she decided to become a homemaker. She became a fitness instructor in 2012 and in the fall of that year, started her online business in the traveling industry. Shortly after that, she felt that God was calling her to homeschool her children. After much prayer and researching, she decided to start the homeschooling journey. Currently, she teaches fitness class for moms with Momleta, homeschools the 3 older children with an amazing Classical Conversations community, and on a part-time basis, runs a home-based business in the wellness, skincare and travel industry.
While supporting her husband Thai-Son, she saw how financial literacy, preparedness and stewardship is so important in today’s world. She experienced the financial challenges of raising 5 children through the Coronavirus pandemic in 2020, while her husband lost 90% of his income during the lockdown... Having overcome those obstacles, now she is looking forward to sharing the financial knowledge and tools that every family needs to know about.
How my role, life experiences, gifts and talents impact others:
God granted me a joyful smile and a compassionate heart, so I’ll always try my best to use those gifts to brighten someone’s day as much as I can. My job is making sure that the daily operations run smoothly, so that our Prosperity Architects can be focused and do what they do best: serving you.
How I am living out joy in my daily life:
What brings me JOY is spending quality time with my family and friends, being of service to others and living out God’s will. I strive to live fully each day and live my life to the fullest potential with Joy. I aim to spread the Lord’s joy to all those I meet.
Quote:
“Joy does not simply happen to us. We have to choose joy and keep choosing it everyday.” -Henri J. M. Nouwen-
Theresa married her husband, Thai-Son, in 2006 and after giving birth to their first son in 2008, she decided to become a homemaker. She became a fitness instructor in 2012 and in the fall of that year, started her online business in the traveling industry. Shortly after that, she felt that God was calling her to homeschool her children. After much prayer and researching, she decided to start the homeschooling journey. Currently, she teaches fitness class for moms with Momleta, homeschools the 3 older children with an amazing Classical Conversations community, and on a part-time basis, runs a home-based business in the wellness, skincare and travel industry.
While supporting her husband Thai-Son, she saw how financial literacy, preparedness and stewardship is so important in today’s world. She experienced the financial challenges of raising 5 children through the Coronavirus pandemic in 2020, while her husband lost 90% of his income during the lockdown... Having overcome those obstacles, now she is looking forward to sharing the financial knowledge and tools that every family needs to know about.
How my role, life experiences, gifts and talents impact others:
God granted me a joyful smile and a compassionate heart, so I’ll always try my best to use those gifts to brighten someone’s day as much as I can. My job is making sure that the daily operations run smoothly, so that our Prosperity Architects can be focused and do what they do best: serving you.
How I am living out joy in my daily life:
What brings me JOY is spending quality time with my family and friends, being of service to others and living out God’s will. I strive to live fully each day and live my life to the fullest potential with Joy. I aim to spread the Lord’s joy to all those I meet.
Quote:
“Joy does not simply happen to us. We have to choose joy and keep choosing it everyday.” -Henri J. M. Nouwen-
Thanh Le
Founding Member/Prosperity Architect
Thanh was born and raised in New Orleans, LA. He was raised in a working class. His parents were Vietnamese refugees from Vietnam and they worked very hard in order to provide for me and my siblings. He grew up in a Vietnamese community where all the neighbors were also neighbors together in Vietnam. Thanh grew up with 3 things: faith, school, and work.
Thanh graduated from pharmacy school with a Pharm D degree from Xavier University of Louisiana in 2008. He has been practicing pharmacy since and has gained valuable experience and work ethics as well as shown excellent workplace integrity and accountability at every company he has worked for.
He married his wife, Cam, in 2017 and they have 2 handsome boys, Simeon and Jonah. Desiring to find a better financial solution for his family, Thanh has immersed himself into learning about wealth and finances, in order to provide financial stability for himself and his family.
How my role, life experiences, gifts and talents impact others:
Working with InfiniteJoy Financial, I have educated myself, started a financial foundation for us, and I am excited and willing to help others achieve the same financial education and foundation for them and their loved ones.
Quote:
“As each one has received a gift, use it to serve one another as good stewards of God’s varied grace.” -1 Peter 4:10-
Thanh graduated from pharmacy school with a Pharm D degree from Xavier University of Louisiana in 2008. He has been practicing pharmacy since and has gained valuable experience and work ethics as well as shown excellent workplace integrity and accountability at every company he has worked for.
He married his wife, Cam, in 2017 and they have 2 handsome boys, Simeon and Jonah. Desiring to find a better financial solution for his family, Thanh has immersed himself into learning about wealth and finances, in order to provide financial stability for himself and his family.
How my role, life experiences, gifts and talents impact others:
Working with InfiniteJoy Financial, I have educated myself, started a financial foundation for us, and I am excited and willing to help others achieve the same financial education and foundation for them and their loved ones.
Quote:
“As each one has received a gift, use it to serve one another as good stewards of God’s varied grace.” -1 Peter 4:10-
Cam Liu
Founding Member/Prosperity Architect
I was born in Vietnam. My family immigrated to the states in the early 1990’s and settled in Dallas. I graduated from West Mesquite High School, got my Biology Degree at UTA, and later earned my Bachelor of Science of Nursing at University of Houston. I am currently a practicing nurse specializing in Orthopedic Surgery. I tied the knot with the love of my life Thanh Le in the fall of 2017, since then, we moved to Arlington, Texas, and have 2 little boys to keep us busy.
What amazes me is that the education system prepares the student well in academia but NOT so well regarding financial literacy. The only class that taught me somewhat of real-world finances was my high school economics class and even then, I knew very little about savings, investing, or budgeting. When it comes to financial education at home, my hard-working parents only emphasize that I should owe as little debt as possible and to always save—and that was pretty much it.
Then as I live life, I realize that we can’t help but to be influenced by what society teaches us about finances. It is a societal norm for financial institutions (banks, investment firms, government plans, etc.) to influence the public about where to put their money, where to invest, or when is the optimal time to retire. However, the options given are very limited and there is often no transparency. Ultimately, we make financial decisions based on what is “recommended” or what others before us have done. I can attest that within the Vietnamese community, and even within my family, many people have been sold financial products that do not have their interest in mind and the results are less than optimal long term.
After spending countless hours studying and reading financial books, watching leading financial influencers on YouTube, meeting with and training from top credible financial experts, and obtaining the appropriate licensure(s), I am on a mission to share and educate. I am passionate about sharing the philosophies and concepts on having better sustainable wealth. I desire to educate and empower every individual about choices that can help them live a more abundant/intentional life for their future, family, and to even leave a legacy.
How my role, life experiences, gifts and talents impact others:
As a nurse, a wife, and a mom of 2 young kids I can empathize with those who are constantly seeking for better options. Whether it is a better life for my family, better health, a better future for kids, including better wealth and finances, my experience as a nurse has allowed me to be able to serve those in vulnerable situations coming from all backgrounds. As a nurse, I believe that all patients should be well educated and informed when it comes to making decisions about their health. And I also believe that as an individual we are our greatest assets, and so we too, need to know our options when it comes to financial strategies.
How I am living out joy in my daily life:
I love spending time with my family and being present with my kids. And as the years go by, I begin to value and cherish the precious moments I have with friends a lot more. I can become a Book Worm because I love reading. I am adventurous eater and an amateur gardener. I am up for doing anything FUN and I believe Laughter is the Best Medicine. But I guess the biggest thing that brings me joy is to be able to see others choose to live out their life intentionally in ways they never knew they could.
Quote:
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” -Robert Kiyosaki-
What amazes me is that the education system prepares the student well in academia but NOT so well regarding financial literacy. The only class that taught me somewhat of real-world finances was my high school economics class and even then, I knew very little about savings, investing, or budgeting. When it comes to financial education at home, my hard-working parents only emphasize that I should owe as little debt as possible and to always save—and that was pretty much it.
Then as I live life, I realize that we can’t help but to be influenced by what society teaches us about finances. It is a societal norm for financial institutions (banks, investment firms, government plans, etc.) to influence the public about where to put their money, where to invest, or when is the optimal time to retire. However, the options given are very limited and there is often no transparency. Ultimately, we make financial decisions based on what is “recommended” or what others before us have done. I can attest that within the Vietnamese community, and even within my family, many people have been sold financial products that do not have their interest in mind and the results are less than optimal long term.
After spending countless hours studying and reading financial books, watching leading financial influencers on YouTube, meeting with and training from top credible financial experts, and obtaining the appropriate licensure(s), I am on a mission to share and educate. I am passionate about sharing the philosophies and concepts on having better sustainable wealth. I desire to educate and empower every individual about choices that can help them live a more abundant/intentional life for their future, family, and to even leave a legacy.
How my role, life experiences, gifts and talents impact others:
As a nurse, a wife, and a mom of 2 young kids I can empathize with those who are constantly seeking for better options. Whether it is a better life for my family, better health, a better future for kids, including better wealth and finances, my experience as a nurse has allowed me to be able to serve those in vulnerable situations coming from all backgrounds. As a nurse, I believe that all patients should be well educated and informed when it comes to making decisions about their health. And I also believe that as an individual we are our greatest assets, and so we too, need to know our options when it comes to financial strategies.
How I am living out joy in my daily life:
I love spending time with my family and being present with my kids. And as the years go by, I begin to value and cherish the precious moments I have with friends a lot more. I can become a Book Worm because I love reading. I am adventurous eater and an amateur gardener. I am up for doing anything FUN and I believe Laughter is the Best Medicine. But I guess the biggest thing that brings me joy is to be able to see others choose to live out their life intentionally in ways they never knew they could.
Quote:
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” -Robert Kiyosaki-
Dorothy (Thy) Bui
Founding Member/Prosperity Architect
Dorothy was born in a remote village of South Vietnam. At age 13, Dorothy migrated to the USA with her parents and settled in the DFW area in 2003. From an early age, she had always been a hard worker. Seeking improvement in every situation is her very special trait. Saving for future financial independence is one of her main goals. One prime example is by the age of 20, Dorothy was able to purchase a brand-new Camry SE, all by her hard-earned money and without any financial assistance.
Education is equally important to her. Dorothy holds a bachelor’s degree in business administration and a master’s degree in Supply Chain Management from the University of Texas at Dallas. She currently holds a Management position with Samsung.
Prior to getting married in 2016, Dorothy spent 6 years with one of the top 3 reputable financial institutions as a Private Licensed Banker. The bank experience taught Dorothy many important lessons about saving for the future. She then realized the disconnect between the bank and their offerings to the customers.
The bank commonly recommends their customers with multiple investment portfolios (such as mutual funds, stocks, money markets, etc...) while the bank secures large portions of their reserve (Tier 1 capital) in high cash value life insurances. The investment risk for the most part solely lies on the customers. Also, there might be a conflict of interest, because while serving the customers, the bank also has to respond to its shareholders, which care about profitability.
Now at age 31, a dedicated mother of two, one of Dorothy’s most important goals and aspirations is the financial upbringing (both wealth and accountability) of her children. She also loves to help people. She is passionate about transferring the knowledge she gained to help others make, not just a right decision, but a wise choice to continue to protect and grow their wealth.
Quote:
“Financial freedom is available to those who learn about it and work for it.” -Robert Kiyosaki-
Education is equally important to her. Dorothy holds a bachelor’s degree in business administration and a master’s degree in Supply Chain Management from the University of Texas at Dallas. She currently holds a Management position with Samsung.
Prior to getting married in 2016, Dorothy spent 6 years with one of the top 3 reputable financial institutions as a Private Licensed Banker. The bank experience taught Dorothy many important lessons about saving for the future. She then realized the disconnect between the bank and their offerings to the customers.
The bank commonly recommends their customers with multiple investment portfolios (such as mutual funds, stocks, money markets, etc...) while the bank secures large portions of their reserve (Tier 1 capital) in high cash value life insurances. The investment risk for the most part solely lies on the customers. Also, there might be a conflict of interest, because while serving the customers, the bank also has to respond to its shareholders, which care about profitability.
Now at age 31, a dedicated mother of two, one of Dorothy’s most important goals and aspirations is the financial upbringing (both wealth and accountability) of her children. She also loves to help people. She is passionate about transferring the knowledge she gained to help others make, not just a right decision, but a wise choice to continue to protect and grow their wealth.
Quote:
“Financial freedom is available to those who learn about it and work for it.” -Robert Kiyosaki-
Johnny Nguyen
Founding Member/Prosperity Architect
Johnny Nguyen grew up in Dallas, TX. He was the sixth of seven children. His parents escaped with their family of 5, at the time, and immigrated to the United States. They escaped a war-torn country of Vietnam in 1975, terrified by Communism.
Just like his parents, he followed a path not uncommon to the typical Asian family where hard-work, dedication, education and resourcefulness could lead to the opportunity and success, becoming a contributing member of society. Johnny graduated college in 2002 with little job opportunities that related to his business degree and, with a lack of entry-level jobs in the business field, Johnny decided to pursue further education with thoughts of getting into the dental field as a dentist or other related fields to help people. As he was going to school full-time, he took on part-time, and eventually full-time, work as a dental assistant to get his “feet wet” in the dental field. Eventually, the cost of dental school and the path of starting a new family would not put him in a financial place where he wanted to be. He stayed in the dental field and became Director of Procurement for a fast-growing dental service and partnership organization. During his 13 years in the dental field, Johnny helped many doctors build their wealth, but he wanted more for his family and knew that if he continued the same path, the prosperity and legacy for his family would not be reachable without some considerable changes. In 2020, after the birth of his 4th child just prior to the COVID-19 pandemic, Johnny set out to make that change. After learning the financial industry with top financial experts, he aligned with other like-minded friends and individuals to serve the public by educating them about financial literacy and stewardship, while creating wealth and legacy for hisfamily.
How my role, life experiences, gifts, and talents impact others:
Having aligned my goals and vision for my life with InfiniteJoy Financial team, I am ready to share the knowledge of my own experiences with others to set them on their own path to success. I want to be able to share with people of all walks of life that opportunity exists and with an open mind, we can help in any way possible to achieve a legacy that we can be proud of.
How I am living out Joy in my daily life:
I have a love for my family. Serving others and bringing a smile to another brings me the most joy. Seeing my family loving each other and the innocence of my children loving wholly and unconditionally brings me great joy. I connect with people through common interests and hobbies like muscle cars, animals, fixing something that was broken, nature, sports, gardening, carpentry, and most of all, our love for God. During my financial journey, the question that got me thinking deeper into my “why” is: “If you couldn’t fail, what would you do?”. As I imagine people answering the same question with joy on their face, I want to help them find the answers to the same question. What brings me the most joy is helping people to find courage every day to actualize their dreams.
Quote:
“Everyday courage, which is the capacity to do the next thing necessary; everyday courage is the capacity to do what you said you would do; everyday courage is the capacity to rule oneself; everyday courage is the capacity to surrender oneself to the Lordship of Jesus.” -Fr. Mike Schmitz.
Just like his parents, he followed a path not uncommon to the typical Asian family where hard-work, dedication, education and resourcefulness could lead to the opportunity and success, becoming a contributing member of society. Johnny graduated college in 2002 with little job opportunities that related to his business degree and, with a lack of entry-level jobs in the business field, Johnny decided to pursue further education with thoughts of getting into the dental field as a dentist or other related fields to help people. As he was going to school full-time, he took on part-time, and eventually full-time, work as a dental assistant to get his “feet wet” in the dental field. Eventually, the cost of dental school and the path of starting a new family would not put him in a financial place where he wanted to be. He stayed in the dental field and became Director of Procurement for a fast-growing dental service and partnership organization. During his 13 years in the dental field, Johnny helped many doctors build their wealth, but he wanted more for his family and knew that if he continued the same path, the prosperity and legacy for his family would not be reachable without some considerable changes. In 2020, after the birth of his 4th child just prior to the COVID-19 pandemic, Johnny set out to make that change. After learning the financial industry with top financial experts, he aligned with other like-minded friends and individuals to serve the public by educating them about financial literacy and stewardship, while creating wealth and legacy for hisfamily.
How my role, life experiences, gifts, and talents impact others:
Having aligned my goals and vision for my life with InfiniteJoy Financial team, I am ready to share the knowledge of my own experiences with others to set them on their own path to success. I want to be able to share with people of all walks of life that opportunity exists and with an open mind, we can help in any way possible to achieve a legacy that we can be proud of.
How I am living out Joy in my daily life:
I have a love for my family. Serving others and bringing a smile to another brings me the most joy. Seeing my family loving each other and the innocence of my children loving wholly and unconditionally brings me great joy. I connect with people through common interests and hobbies like muscle cars, animals, fixing something that was broken, nature, sports, gardening, carpentry, and most of all, our love for God. During my financial journey, the question that got me thinking deeper into my “why” is: “If you couldn’t fail, what would you do?”. As I imagine people answering the same question with joy on their face, I want to help them find the answers to the same question. What brings me the most joy is helping people to find courage every day to actualize their dreams.
Quote:
“Everyday courage, which is the capacity to do the next thing necessary; everyday courage is the capacity to do what you said you would do; everyday courage is the capacity to rule oneself; everyday courage is the capacity to surrender oneself to the Lordship of Jesus.” -Fr. Mike Schmitz.
Chris Kirkpatrick
Director of Training/Founder of Life180
Chris Kirkpatrick
Director of Training/Founder of Life180
Chris is an entrepreneur at heart. He has a genius gene for marketing, as well as a critical and analytical mind. He is also blessed with the ability of communication and networking. Chris’s body of work is extensive and impressive, from working as a life insurance agent to becoming the head of recruiting for a Fortune 1000 financial company; from founding a career coaching and advisory firm, CareerNext, to an Internet marketing agency, Life180.
With a heart to serve and equipped with a deep knowledge in the financial, life insurance industry, Chris is a very sought out consultant in this space. He has been able to mentor and help hundreds of financial professionals and business owners grow their businesses. He is not afraid to speak the truth and is always willing to be transparent and educate the consumers in areas that often can be confusing, especially when it comes to understanding the financial concepts and products.
Chris lives in Chandler, AZ, with his wife Hannah and 3 beautiful children. He is a family man, down-to-earth kind of guy, who enjoys playing golf and coaching his son in golf. He is the kind of person that every entrepreneur wants to have in their corner.
With a heart to serve and equipped with a deep knowledge in the financial, life insurance industry, Chris is a very sought out consultant in this space. He has been able to mentor and help hundreds of financial professionals and business owners grow their businesses. He is not afraid to speak the truth and is always willing to be transparent and educate the consumers in areas that often can be confusing, especially when it comes to understanding the financial concepts and products.
Chris lives in Chandler, AZ, with his wife Hannah and 3 beautiful children. He is a family man, down-to-earth kind of guy, who enjoys playing golf and coaching his son in golf. He is the kind of person that every entrepreneur wants to have in their corner.
Strategic Partners
Mike Wolf
Founder of Mike Wolf Mastery
Mike Wolf
Founder of Mike Wolf Mastery
Mike Wolf is a self-made freedom lifestyle entrepreneur, expert investor and international speaker. He has been investing in real estate for over 30 years, and helps people realize their dreams of a lifestyle of freedom by teaching strategies to achieve passive income.
Mike has spoken on the TEDx stage, has been featured on most of the major television networks, on radio, Sirius XM, numerous print publications, and Yahoo Finance.
Mike and his teams have been involved in thousands of Real Estate transactions. Mike's trainings have helped students from around the world to change their financial futures.
Mike is the leading authority on investing in the US as well as in Canada. He also specializes in helping foreign investors to properly take advantage of the US real estate market.
In addition to real estate investing, he’s also a philanthropist and world traveler. When he’s not training students, he loves to travel, spend time with his 2 grandsons, and do humanitarian projects and volunteering.
Mike has spoken on the TEDx stage, has been featured on most of the major television networks, on radio, Sirius XM, numerous print publications, and Yahoo Finance.
Mike and his teams have been involved in thousands of Real Estate transactions. Mike's trainings have helped students from around the world to change their financial futures.
Mike is the leading authority on investing in the US as well as in Canada. He also specializes in helping foreign investors to properly take advantage of the US real estate market.
In addition to real estate investing, he’s also a philanthropist and world traveler. When he’s not training students, he loves to travel, spend time with his 2 grandsons, and do humanitarian projects and volunteering.
Caleb Guilliams
CEO of BetterWealth/Author of "The AND Asset Book
Caleb Guilliams
CEO of BetterWealth/Author of "The AND Asset Book
Caleb Guilliams is the Founder and CEO of BetterWealth, a company committed to showing people how to have efficiency and control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on and was fascinated with the idea of ordinary people being able to achieve extraordinary wealth.
While still in college, he was promoted to take over the entire investment division at a local community bank where he committed to finding a better way to wealth for his clients. He traveled across the country for over two years learning from top financial experts. He eventually discovered proven strategies and principles that can empower anyone to create and protect real wealth.
Caleb is one of the youngest leaders in the industry and is quickly becoming The New Face of Finance. Excited to share and impact as many lives as possible, Caleb authored The AND Asset, hosts the BetterWealth Podcast and speaks around the world. He has a true passion for financial education and is on a mission to help people see and reach their highest potential.
"For: All people are like grass, and all their glory is like the flowers of the field; the grass withers and the flowers fall, but the word of the Lord endures forever. And this is the word that was preached to you." -1 Peter 1:24-25-
While still in college, he was promoted to take over the entire investment division at a local community bank where he committed to finding a better way to wealth for his clients. He traveled across the country for over two years learning from top financial experts. He eventually discovered proven strategies and principles that can empower anyone to create and protect real wealth.
Caleb is one of the youngest leaders in the industry and is quickly becoming The New Face of Finance. Excited to share and impact as many lives as possible, Caleb authored The AND Asset, hosts the BetterWealth Podcast and speaks around the world. He has a true passion for financial education and is on a mission to help people see and reach their highest potential.
"For: All people are like grass, and all their glory is like the flowers of the field; the grass withers and the flowers fall, but the word of the Lord endures forever. And this is the word that was preached to you." -1 Peter 1:24-25-
