Broker Check
Caleb Nelson*

Caleb Nelson*

Financial Professional

I was born and raised in Ogden, Utah. I attended Weber State University receiving a degree in English in 2004. I met my wife, Chelsea, on a Folk Dance Team at the Ogden LDS Institute of Religion, and we have three children. I have appeared in many local community theater productions over the years and now enjoy watching my own children perform as well. I spent my early working years writing a book, editing and publishing my wife’s original plays, and clerking for the U.S. Postal Service.

I contracted with the Penn Mutual Life Insurance Company and Cambridge Financial in 2022.

It can be difficult to know the next step to take in securing your financial future. I specialize in protection-based planning to help families and individuals prepare for retirement. There is no one-size-fits-all product out there that is right for everyone. I love giving people the personal attention needed to discover their goals, evaluate a plan, and then review and adjust that plan when needed as life rolls on. I keep my office with J. Michael Stevens and Associates, who have excelled in long-term client relationships and personal attention for over 40 years. And I am proud to have recently joined the team at Cambridge Financial Group, putting the resources of a full-service strategic planning organization at my back.