Wealth Development

wealth development team

We already know how Caliber is reinventing an industry.

It's our job to fund the innovation.


We’re recovering accountants, capital raisers, and wealth developers. Together we’re transforming the way our clients build wealth by pursuing the best strategies and providing the knowledge and resources needed to make a sound financial decision.

Meet the Team

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Open Positions

Business Development Representative

Scottsdale, Arizona

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Meet our Team


chris loeffler

Chris Loeffler

Chief Executive Officer & Co-Founder

jodi sabin

Jodi Sabin

Director, Wealth Development

travis okamoto

Travis Okamoto

Managing Director, Wealth Development

john sabey

John Sabey

National Sales Director

tom bade

Tom Bade

Senior Vice President, Wealth Development

sherry zins-calvert

Sherry Zins-Calvert

Senior Vice President, Northwest Region

brion crum

Brion Crum

Vice President, Wealth Development

conor donohue

Conor Donohue

Associate Vice President, Wealth Development

george pace

George Pace

Vice President, Wealth Development

robert lamacchia

Robert LaMacchia

Advisory Services Associate

theodore aust

Theodore Aust

Senior Vice President – Private Client

kimberli jimenez

Kimberli Jimenez

Associate Vice President – Private Client