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
David Sutherland
CFP, CLU
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