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Chris Kelm, CFP®

Chris Kelm, CFP®

Advanced Planning Specialist

Chris Kelm, CFP® has over 30 years of experience as a financial services professional. He takes a proactive approach to tax planning; helping business owners take full advantage of the tax breaks they are entitled to. His Tax Bracket Planning System delivers the tax-efficient income strategies based on the complexities of the tax code. These strategies provide business owners, professionals and the highly compensated with financial, retirement, insurance and wealth planning techniques that can significantly reduce their taxes.

His primary focus is educating and growing the firm’s strategic partnerships and relationships with CPAs, attorneys, advisory firms, P&C agencies and two locally owned banks. He helps to solve complex financial, retirement, insurance and tax planning issues. He draws on his experience in the Advanced Planning & Non-Qualified market to utilize the tax-advantages of non-traditional retirement and insurance plans.  

Chris takes pride in that he is not only the financial resource for his clients, but more importantly their trusted advisor. Over the years, many of his clients have become old friends. Some of these friendships go back over 30 years with 93% of the business still on the books, with over $860 million of permanent life insurance in place. 

Chris is a lifetime member of MDRT, Top of the Table, Forum 400, an Ambassador of the Advanced Association of Life Underwriters, a Member of the Capitol Hill Club in Washington DC, an Advisor/Advocate for SecureFamily and a member of The American Tax Planning Institute.

He is married  to Beth Ann and together they have three children. He enjoys traveling, golfing, hunting, raising Miniature Longhorns and spending as much time as possible with family and friends at their Texas Hill Country ranch.