As a Retirement Plan Client Support Specialist, Kaleb will be taking on the communication information between departments and colleagues, providing retirement plan services with technical and administrative support, working behind the scenes with systems, processes, and document management. The experience Kaleb will gain as an elected executive member for the Pacific Lutheran University, Master of Science Investment Fund, where he will be the head of investment research, and in charge of studying fixed income and equity investments in the U.S. and foreign markets, will allow him to provide excellent value and support to the Wilson Albers team.
Kaleb prides himself in bringing people together, whether that be his clients or his colleagues, applying his skills to make the environment more productive and providing confidence and empowerment for those he does business with. This is evident in his volunteer work with children and parents of his community where he has been a translator as well as supported the annual youth group event where it encourages children’s creativity.
Kaleb received his bachelor’s in Business Finance from the University of Washington where he made the Dean’s list in 2017. He is continuing his education by working to get the Bloomberg Certification. When Kaleb isn’t supporting his colleagues and his community you will find him playing basketball, football, and ping pong. He enjoys taking photos of sunsets and studying astronomy.