Cale’s career was focused on becoming an expert strategist, until he realized that culture eats strategy for breakfast. Now he’s striving to be humble and hungry; learning from people and practices whose success is evident from their raving fans, and is seeking to create a paradigm shift in the way we serve and impact people as an industry.
Through extensive research into the client facing challenges of choosing the right wealth partner, Cale determined that there should be more value in financial services than simply a portfolio. He left Morgan Stanley to join the launch of Archetype with the focused mission of helping highly successful people and their families define their financial archetype and build a legacy that spans generations. As a self-professed champion of culture, Cale believes that igniting contagious, positive environments and nurturing client-centric relationships is the foundation for clarity, communication, and contentment.
Cale is published as a leader in vulnerability analysis and risk mitigation consultation. He has consulted with the many of the world’s largest corporations. His experience spans technology, commercial real estate brokerage and development, O&G, and startups.
Cale and his wife, Lynne, reside in Houston and have one daughter. They are actively involved in their church and Young Life, where Cale has served for the past 7 years. He has also been involved with the Texas American Legion, Boys State Program for more than a decade, and serves on the board of Men of Liberty. Cale speaks three languages, and previously lived and worked in China. He is a 7th generation Texan and is just as stubborn about Texas as you would imagine.