Caleb Garrett Email and Phone Number

• Organize and scan client tax return documentation.• Electronically file and organize client papers.• Ensure tax returns are properly routed to the next step within the tax workflow software.• Communicate any issues with members of the tax or administrative team.

- Builds/updates individualized financial plans per the client’s needs.- Provides feedback and data-driven insights to advisors and their teams.- Works with advisors and their teams to obtain information.- Consults with advisors on plan specific cases.- Assists the FPD in providing exceptional service to the advisors and teams they support and improving the agency’s overall production, advisor retention, and most importantly, the client’s experience.