Caleb Robertson

Caleb is an insurance representative and will provide insurance needs at Phase Financial. His primary focus is life insurance, health insurance, and annuities. He plans to take the NASAA Series 65 Uniform Investment Advisor Law Exam later this year. Caleb believes this will be an advantage in helping people on all aspects of insurance and securities.

 

Caleb went to trade school after graduating high school. He later founded a construction contracting company in 2018. After successfully operating his own business, he realized his life's true passion was at reach. In early 2021, he passed his life and health insurance licensing exam and started working with Phase Financial. He is an independent insurance agent and still helps at his contracting business part-time.

 

Caleb and his wife, Cheyenne, a school teacher, share a passion for helping others and improving their community. They are active members of their church, and Caleb is a member of the Rotary Club of Greensburg, Indiana.