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 co-leads our investment committee and is responsible for the overall financial management and SEC compliance requirements of the firm.
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 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 is a prior owner of the firm and still serves as an active member of the firm’s Investment Committee.
Kelly is responsible for maintaining both client and custodial relationships. She also coordinates administrative activity for our various retirement plans.
Senior Wealth Manager
Tom leads our Momentum Calder Wealth Strategy comprised of individual securities. He holds the Certified Financial Planner (CFP®) designation.