5100 Buckeystown PikeFrederick, MD. 21704P: email@example.com
I offer holistic financial strategies for individuals and families. I’m passionate about my work because I know that aligning your resources with your values and goals is going to bring you peace and empower you to pursue your best life, knowing that your family and your future are secure.
Prior to entering the financial industry, I was a minister for 15 years, serving congregations in Maryland and Kentucky. I grew up in the Baltimore area and graduated from Bel Air High School, Eastern University, Asbury Theological Seminary, and Lexington Theological Seminary.
Currently I am the Treasurer for the Maryland Symphony Orchestra and chair the Board of Stewards of Week of Compassion, which is an international disaster relief and development organization. I am an ordained minister in the Christian Church (Disciples of Christ).
Outside of work and family, I am passionate about pursuing the sporting life, including fly fishing, upland hunting, and clay shooting sports. I love to cook and celebrate life with great friends, excellent food, and ideally, a fine bourbon.
Finding the right strategy tailored to your unique situation.
Working together toward financial confidence.
Connecting the dots to protect and grow both your business and personal balance sheets.
Life is unpredictable. You need a strategy that builds and protects, no matter what happens.
Living Confidently empowers you to take ownership of your decision-making, and prepare for the future.
Innovative thinking & advanced web technology to help you achieve financial balance.
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Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Jacob Caldwell is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.