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Founded in 1987, Kelm Financial Services specializes in providing financial solutions in the following areas: Solutions for Individuals and Families:Estate PlanningRetirement & Tax Bracket Planning Life Insurance & Trust Due Diligence Charitable Giving StrategiesSolutions for Small Business Owners:Executive Bonus PlansRetirement & Tax Bracket PlanningBusiness Succession StrategiesWe work closely with professionals including tax advisors, stockbrokers, money managers, and estate lawyers to implement a financial plan that achieves your financial goals. If you have current relationships with these professionals, we can work with them to develop a comprehensive financial solution.

Quartz Mountain Capital LLC is a private equity investment firm focused on the acqusition and disposition of non-performing mortgage notes. Our first investment fund was launched in the fall of 2012.In December 2014, all Fund 1 assets were sold to a larger real estate investment fund.

President, COO and co-founder of Iron Gate Equity Group LLC and affillitated companies. We are a commercial real estate investment and syndication company, currently focused on investments in the self storage industry.In 2014, the remaining self storage investments were sold and capital was returned to investors.