Caleb Lemon
Financial Representative @Mutual of Omaha
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WORK HISTORY
Financial Representative @Mutual of Omaha
Dallas, TX, US
Collaborate with individuals and business owners to develop tailored financial strategies for wealth protection and accumulation. • Conduct comprehensive financial assessments to identify clients\' needs and goals. • Educate clients on various financial products and services to enhance their financial literacy. • Build and maintain strong relationships with clients to ensure ongoing support and guidance.Disclosures: 1. Insurance Licensed in: NE, TX 2. Disclosure:
EDUCATION
University of Nebraska-Lincoln
Bachelor of Business Administration - BBA, Accounting
University of Nebraska-Lincoln
Bachelor of Business Administration - BBA, Accounting and Business/Management
ABOUT CALEB LEMON
Financial Representative based in Dallas, Texas. Originally from Omaha, Nebraska, I carry my Midwest work ethic and values with me throughout my personal and professional journey.In my current role, I focus on developing strong client relationships, understanding needs, and creating strategies that support long-term stability and growth. I’m passionate about guiding people through important decisions and providing the tools and knowledge they need to feel secure in their financial future.
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