I'm not just here for you – I'm here for you, your family and your long-term impact on the world. For ten years, I partnered with an Edward Jones financial advisor and increased my ability to make a difference. Then, I switched sides of the desk so I can help you do the same.

The Clients I Best Serve

I work with clients across eight states including:
- Serious, long-term individual investors
- Families with complex financial needs
- Professionals changing jobs
- Successful business owners

Partnering with My Clients

I give my time to get to know my clients on a deep level before providing any recommendations. Every client in my practice has a strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and secure with all aspects of their finances.

Partnering with My Network

I am not the answer for every problem – but I probably know people you can talk to about your taxes, who you can ask to remodel your kitchen or who you should be calling when the pipes burst. My clients have access to a trusted network of businesses and individuals because I work hard to know people in the key industries you care about.

Partnering with My Community

To help my community make great long-term decisions, I serve on the Deer Park City Council. I also give back with my time through volunteer work:
- with small business owners through local Chambers of Commerce
- with farmers through local Farmer's Markets
- with my church

A Personal Note

The biggest difference I will make in this world is by raising responsible citizens who give back because of their faith. My wife, Elisa, and I met in college and now partner together to homeschool our children and build community. Micah, Amelia, Joel, Anna and Patrick are an enormous source of joy in my life.

And if you're ever in need of a Pickleball partner – give me a call!

Our Next Step Together

I invite you to experience the Caleb Stapp difference: face-to-face meetings whether in-person or on web conference, convenient scheduling and a passion for human-to-human connection that changes the world for future generations. Contact me today.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Community Outreach
  • Reading
  • Pickleball
  • Canoeing
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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