Kelsey Cagle, CFP®

With 12 years of industry experience, Kelsey helps clients navigate retirement, income planning, and tax-efficient strategies with clarity and confidence. He grew up in a small West Texas town and brings a blue-collar work ethic and a relationship-focused approach to every partnership. Kelsey lives in downtown Chicago with his wife, Natalie, and their cat, Stella, and they’re excited to welcome their first daughter in May. Outside of work, Kelsey enjoys time on the Brazos River, playing basketball, and cheering on the Chicago Bulls.