Senior Vice President of Investments / Lead Advisor
Bio
A financial professional who can provide both insurance and investment products and services, Caleb Falter enjoys guiding clients toward their retirement goals. He reviews current account allocations with clients, helps them decide the best financial route, and adapts their goals to any changes that may occur during the retirement and planning process.
Caleb graduated from the University of Missouri-Kansas City with a bachelor’s degree in business administration, majoring in finance and minoring in economics. After graduation, he worked at an investment firm in Tulsa, Oklahoma, for a year before returning to Kansas City. He has been part of the Mid-American Wealth team since June 2016, specializing in investment analytics and assisting the trading team in asset management.