Caleb McFarland

Registered Client Service Associate

As a Registered Client Service Associate with America First Investment Services, Caleb is dedicated to creating a seamless experience for both clients and Wealth Advisors. He serves as a trusted point of contact, ensuring that every detail—from documentation to scheduling—is handled with accuracy and care. His goal is to make financial planning approachable and stress-free for every client.

Caleb brings a proactive approach to client service, combining organizational expertise with a genuine commitment to building meaningful relationships. By supporting advisors and streamlining processes, he helps clients stay focused on what matters most—their financial goals.

He holds FINRA Series 7 and Series 66 licenses, along with Utah Life & Health Insurance License through LPL Financial.

Outside the office, Caleb enjoys rock climbing, skiing, spending quality time with family and friends, and pursuing interests that spark creativity and growth..