How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Eddie Bennett
Operations & Compliance Manager
Eddie Bennett joined Caldara, Wunder & Associates in 2011 after graduating from Vanderbilt University. He works with all CWA clients in helping to service their accounts. Eddie grew up in the Baltimore, MD area and still enjoys rooting...
Joseph Caldara
Para-Planner
Joseph is a general administrative and financial professional who fills a variety of roles at CWA. He constructs financial plans for advisory clients and performs general clerical work. Joseph also manages the CWA website and produces...
Lois Lawhead
Accounting and Bookkeeper
Steve Caldara CLU® ChFC® RICP®
President
(303) 979-1074
Steve Caldara founded Caldara, Wunder and Associates in 1996; and has over 26 years of experience in the insurance and financial services industries. He named the company after deceased family friend Charlie Wunder. Steve is...