Caleb Fry

Caleb Fry, CFP®, Senior Financial Planning Associate, was drawn to Mason by the same thing that keeps him here: a genuine, personalized approach to every client relationship. He joined the firm in 2023.

Caleb earned his Bachelor of Financial Planning from The University of Akron in 2021 and his CFP® designation in 2023, building early experience as a Paraplanner at Sterling Financial Partners and a Financial Planner at Water Street Financial before joining Mason. His work centers on clients navigating equity compensation and self-employment — planning situations that tend to be complex, tax-sensitive, and deeply personal. He approaches each one with the same care for detail that first impressed him about Mason.

Outside of work, Caleb spends as much time outdoors as possible: running, hiking, and fly fishing alongside his wife, Jordynne, and their dog, Ellie.