The Planning Team
When you work with me, these are the team members you will be interacting with during the planning process.
Dan Lambert
CFP, CIM, RIS, CHS
Director, Wealth & Planning Services Financial Planner at Caldwell Wealth and Estate Advisory
Heather McInnis Jardine
Executive Assistant at Caldwell Wealth and Estate Advisory
The Caldwell Advisory Team
I am a member of the advisory team at Caldwell Wealth & Estate Advisory, and work with skilled financial security advisors with many years of experience.
To learn more about Caldwell Wealth & Estate Advisory visit our site
Michael Caldwell
CLU, MFA, EPC
CEO & Founder
Rick Tomalty
CFP, CLU, CH.F.C., CHS, MFA, CEA
President & Managing Partner
Jason Stubinsky
Partner & Vice-President