Just as the best companies have a well defined strategic plan and a team to execute, the best families need them too. Through extensive research into the client-facing challenges of choosing the right financial partner, Cale determined that there should be more value in financial advice than simply a portfolio. He left Morgan Stanley to help launch Archetype and create a paradigm shift in the way the financial services industry serves and impacts people. His passion is rooted in our mission to help highly successful families and their related entities thrive across generations.
Cale is published as a thought leader in vulnerability analysis and risk mitigation. He is an engaging public speaker and has consulted with the many of the world’s largest corporations. Cale’s experience spans technology, commercial real estate, O&G, private equity and startups. Cale firmly believes that igniting contagious, positive environments and nurturing client-centric relationships lays the foundation for a healthy company.
He 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 nearly a decade. He is a former Precinct Chair for Precinct 436, involved with the Texas American Legion, Boys State Program, serves on the advisory board of National Christian Foundation, and is a member of The Barnabas Group. He is a 7th generation Texan, and is just as stubborn about Texas as you would imagine.
Read Cale’s Blog