Calder is a community of credentialed actuaries, chartered financial analysts, certified financial planners, and accountants. We deliver unparalleled service as a team based on our collective thought leadership and diverse expertise.
Dirk Racette, CPA
Partner
Dirk@CalderAdvisors.com
Dirk co-leads our investment committee and is responsible for the overall financial management and SEC compliance requirements of the firm.
Daren Shavell, CFA
Partner
Daren@CalderAdvisors.com
Daren co-leads our investment committee and the portfolio make-up of our Calder Wealth Strategies. He holds the Chartered Financial Analyst (CFA) designation.
Brian Riefepeters, FSA, EA
Partner
Brian@CalderAdvisors
Brian leads the development of our employee rewards consulting practice as well as our Financial Wellness program for retirement plan sponsors. He is a fully credentialed retirement actuary.
Bob Stark
Chairman Emeritus
Bob@CalderAdvisors.com
Bob is a prior owner of the firm and still serves as an active member of the firm’s Investment Committee.
Kelly Eggleston
Client Manager
Kelly@CalderAdvisors.com
Kelly is responsible for maintaining both client and custodial relationships. She also coordinates administrative activity for our various retirement plans.
Tom Glover, CFP®
Senior Wealth Manager
Tom@CalderAdvisors.com
Tom leads our Momentum Calder Wealth Strategy comprised of individual securities. He holds the Certified Financial Planner (CFP®) designation.
Pat Newcombe, CFP®
Senior Wealth Manager
Pat@CalderAdvisors.com
Pat is our resident expert when it comes to social security planning and medicare. He holds the Certified Financial Planner (CFP®) designation.