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

There are currently no open poisitions for this department.

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Meet our Team


chris loeffler

Chris Loeffler

Chief Executive Officer & Co-Founder

jodi sabin

Jodi Sabin

Executive Assistant to the CEO

travis okamoto

Travis Okamoto

Managing Director, Wealth Development

tom bade

Tom Bade

Senior Vice President, Wealth Development

sherry zins-calvert

Sherry Zins-Calvert

Senior Vice President, Northwest Region

alison robbins

Alison Biggs

Manager, Client Care

brion crum

Brion Crum

Vice President, Wealth Development

carmen jimenez

Carmen Jimenez

Manager, Client Care

conor donohue

Conor Donohue

Associate Vice President, Wealth Development

george pace

George Pace

Vice President, Wealth Development

jim lukes

Jim Lukes

Director, Client Care

paul attaway

Paul Attaway

Director, Private Client

enrico sanchez

Enrico Sanchez

Associate Vice President, Wealth Development