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Caleb Vaughan, CFP®

Caleb Vaughan, CFP®

ParaPlanner

Originally from Richmond, Virginia, Caleb Vaughan joined DMJ Wealth Advisors as a Paraplanner in June 2013. His primary role is to provide assistance in the development and maintenance of clients’ financial plans. Caleb assists with many of our clients’ more complex situations, helping to provide clarity and insight in the evaluation of alternative scenarios.

Caleb graduated with honors from Virginia Tech, earning a B.S. in Business and majoring in finance. He completed both the Certified Financial Planner (CFP®) concentration and the Chartered Financial Analyst (CFA) concentration. Caleb officially earned the CFP® designation in December 2015.

Outside of the office, Caleb can be found attending Westover Church, rounding the bases in the city’s kickball league, and at the Greensboro Science Center or one of the city’s many parks spending quality time with his wife, Jenny, and their daughter, Sonia. When his schedule allows it, he also participates recreationally in other sports such as soccer, tennis, and golf.