Kaleb Lathrop

Client Services Assistant

Kaleb joined the firm in the summer of 2026 as an intern and will transition to a full-time role in January 2027. This will come following his final college semester abroad in Italy. Kaleb is assisting with tax services, administrative tasks, and supporting the financial planners with client financial portfolios.

Kaleb is graduating with a B.S. in Business Management from Grand Canyon University with a minor in Business Analytics. A native of Colorado, he is an avid supporter of Denver sports teams. Loving the mountains, Kaleb is a frequent skier and hiker, and loves live music!