Meet Caleb
Caleb is a Regional Vice President based in Houston, Texas. He joined Mercer Advisors in 2026 after serving as Financial Consultant at Fidelity Investments, where he developed a solid foundation in client relationships and financial guidance. In his current role, Caleb educates prospective clients about Mercer Advisors to help them determine if it’s a good fit for them. He takes pride in matching clients with the right wealth advisor. Caleb earned an MBA from Grand Canyon University and a B.S. degree in business management from Oral Roberts University.
His working style
Caleb is direct, relationship-driven, and focused on creating clarity for his clients. He believes in having honest conversations, simplifying complex financial topics, and helping clients make confident decisions with a clear understanding of their options. His approach centers on building trust through transparency and thoughtful guidance.
Caleb in real life
What keeps you busy outside of work?
These days, most of my free time revolves around being a dad, which is both my greatest joy and my biggest adventure. Beyond that, I enjoy staying active through Brazilian jiujitsu, where I hold a blue belt, and I’ve also spent years challenging myself through competitive bodybuilding.
Any words you try to live by?
One philosophy I try to live by is “extreme ownership.” I believe we’re each responsible for our outcomes and that focusing on what we can control is far more productive than dwelling on what we can’t. If it’s up to me, it’s meant to be.
How do you give back?
My faith plays a central role in my life, and I strive to give back by serving through my church, supporting community initiatives, and investing in opportunities to encourage and help others.
Caleb’s snapshots
Meet Caleb’s Teammates
Laura Combs
Executive Managing Partner, Head of Women and Wealth
What Caleb Says
Laura has a distinct ability to bring together the right people and resources for every client situation, and partnering with her helps ensure our clients benefit from thoughtful leadership, coordinated expertise, and an exceptional overall experience.
Nnamdi Odi
Sr. Wealth Advisor
What Caleb Says
Nnamdi has a gift for building trusted client relationships and translating complex financial strategies into actionable plans, and together we help clients move forward with confidence that every aspect of their financial life is being thoughtfully addressed.
David H. Levy
Managing Partner
What Caleb Says
David excels at solving complex financial challenges while keeping clients focused on what matters most, and our partnership helps ensure clients receive coordinated guidance backed by the collective expertise of our entire team.
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