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About Kellan Caldwell

A native Houstonian, Kellan has always had a deep connection to his hometown. He enjoys engaging in nearly any competitive activity from bowling and basketball to yard games and card games. Additionally, he finds joy in strumming his guitar to country, worship, and campfire songs. His true happiness lies in spending quality time with his wonderful wife, Michelle, and their three beautiful daughters. Whether they’re embarking on weeks-long vacations or simply enjoying moments together at home in the back yard, these cherished times are the heart and soul of his life. He and his family are highly involved at the Story Church inside the west loop of Houston, participating in Bible studies and various ministries that the church supports. Kellan is also and Ambassador to The Get Together, a network of business people from across the city who collaboratively network together and respond to the needs of Christ-centered organizations surrounding Houston.

Kellan started his career in 2007 as a portfolio manager after graduating from Trinity University with a finance degree followed by a master’s degree from the University of St. Thomas. He has worked at Thrivent as a Wealth Advisor since 2014 and holds a Chartered Financial Consultant ChFC® designation from the American College. Kellan’s primary focus when working with clients is to help them steward the financial resources with which God has blessed them and leave a legacy to loved ones and organizations that they care about. With an emphasis on tax efficiency, risk management, and holistic planning, Kellan enjoys cohesively piecing together his clients’ financial puzzles.

Meet My Team

Epochal Financial Advisors

Epochal Financial Advisors

Title: Team Practice
Website: https://connect.thrivent.com/epochal-financial-advisors

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Designations

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