Industry: Financial Services

Caleb K. Clark, CIMA®, runs an Edward Jones practice on Bandera Road in Boerne, advising clients on investment management, retirement, and estate planning. He has worked in financial services since 2010 and holds the Certified Investment Management Analyst designation.

Crestmont Private Wealth is a boutique, fee-only registered investment advisory firm headquartered on Main Street in Boerne, building fiduciary investment plans for individuals and families since 2019. The firm also keeps a second office in Houston.