Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Caldwell Group, LLC, founder Billy Ray Caldwell, Jr., has been helping clients pursue their financial goals since 1991. Mr. Caldwell’s focus has been providing highly personalized advice and wealth management services.
Natasha Smith, Chief Operating Officer, has worked in the financial services industry for more than 20 years. Natasha has had the opportunity to work with both independent and wire house firms.
Aaron Zauner, Wealth Management Advisor, has been directly advising individuals, families, and small business owners on personal finances and wealth management since 2005. After spending the last 15 years working in a corporate...
Debra Starnes, Client Service Associate, has been part of the financial and insurance industries for greater than 13 years. Debra is very detailed oriented, and providing accurate information to both clients and advisors is something...