Caleb Ulmer is a dedicated financial professional born in Marion, Ohio, and raised in Crawford County. After pursuing his studies at The Ohio State University’s Fisher College of Business, Caleb launched his career with an internship in Sydney, Australia, an experience that sparked his passion for global perspectives and client-focused financial planning. He has since built a successful career, earning recognition as a top advisor at Raymond James during the 2020 and 2021 symposiums. In 2025, he earned his Certified Financial Planner™ (CFP®) designation, reinforcing his commitment to delivering trusted, comprehensive advice to his clients. Caleb brings a wealth of skills to his role, particularly in problem-solving, interpersonal communication, and a commitment to continuous learning. He values the importance of preparedness in the face of life’s unpredictabilities, a lesson emphasized during the challenges of the COVID-19 pandemic.

Outside of his professional pursuits, Caleb is a passionate advocate for local healthcare and community development, serving as a board member for the Avita Health System Foundation and the Marion Family YMCA. He enjoys an annual family trip to Glen Arbor, Michigan—a place made special when he proposed to his wife, Katrina. Together, they share a lively household with their two sons, Matthew and Noah, and their English bulldog, Amira. In his free time, Caleb enjoys golfing, reading, and collecting vinyl records, all while proudly cheering for his beloved Buckeyes.