The Team
Who We Are
Caleb Thompson,CPA, CFP®
Founder & CEO
Caleb is a former public accountant with experience in individual and small business tax consultation and preparation.
He is passionate about all of the details that make finances work and partnering with clients to help them make the most of their financial situation.
Along with Ron, Caleb started Cove Financial Solutions because he wanted to empower individuals to take control of their retirement, savings, and financial goals.
Caleb lives in West Ashley in Charleston, SC with his wife, Kate, their two children, and their dog, Maple.
In addition to being a CPA and CFP®, Caleb has an Accounting degree from Bob Jones University and a Masters degree in Taxation from Clemson University.
Rob Thompson
CFO
Ron’s background in the financial industry extends for over 30 years. He has a vast knowledge of life insurance and retirement income strategies. He's passionate about helping people understand the world of finance and develop a retirement plan.
Ron is a Marshall University Alumni and served in the United States Air Force from 1968 to 1972.
He holds licenses in life and variable annuities in Florida. Ron is a Board Member for the NAIFA Ocala Branch (National Association of Insurance Financial Advisors).
Ron is a West Virginia native currently residing in Ocala, FL with his wife Cindy where they raised their three sons: Trevor, Caleb, and Isaiah.
Caroline Legare
Onboarding Coordinator
Caroline, our onboarding coordinator, is a Clemson graduate with a background in insurance and customer service.
She enjoys working with others in order to make onboarding at Cove an enjoyable experience.
She lives in North Charleston with her husband and their two children. She enjoys running, spending time at the beach, and making memories with her family.
