Tandem Investment Partners proudly announces that Caleb Lennon has joined the firm as Director. Lennon will work with Wealth Manager Barbara Tweedy to expand the firm’s focus on tax-qualified retirement plans as well as a group of private clients. Lennon, a resident of Prescott, Arizona, was on a team that managed over $2 billion in retirement plans with Nationwide Investment Advisors prior to joining Tandem.
His extensive experience with pension systems, including the DROP program and managing investments for high-net-worth clients leads to his personalized white- glove approach to client service. He is a dedicated investment professional with a prudent focus on helping investors succeed through varying investment climates.
“Caleb Lennon is the standard of a consummate industry professional, a true fiduciary who always puts clients interests first. His extensive experience serving those who serve our communities will greatly help our clients navigate the complexities of investing, saving for and living in retirement.” –Thomas D’Auria, CFA, Managing Partner
In addition to working with Tandem’s private clients, Caleb will also help to grow and improve the firm’s 457(b), 403(b) and 401(a) tax-qualified retirement plan offerings. Tandem will manage the assets within the plan for each participant, based on their needs and tolerance for risk, removing the investment burden from participants. The plans are designed to provide investors with professional money management within their retirement plan.
Tandem’s principals have successfully helped investors achieve their investment goals and objectives for over 35 years. The firm seeks the best risk-adjusted returns with account risk tolerance set on an individual client basis. Tandem believes people win by matching strategies to individual goals such as preserving principal or enhancing existing wealth.