We do everything with our core values of honesty, hard work & trust.
Meet Our Team
Chase is a New Mexico native. After High School, Chase attended college at Hardin-Simmons University in Abilene, Texas. He earned a degree in Physical Education and a master’s degree in Sports Management. Growing up in an “Insurance family” rubbed off on Chase and in 2006 he entered a career in financial services.
With a track record that included stints at New England Financial and New York Life, continually surpassing sales goals and expert team management, Chase quickly rose to the level of President at Southwest Investment Group in 2010 and then Director at VIP Insurance Services in 2016.
Chase excels in presenting clients with the “full picture”. He provides clients and their businesses with everything they will need to achieve their goals today and tomorrow. Whether it be business succession planning, key man polices, retirement planning or more; Chase has his clients covered.
Kelly received her Bachelor of Science from the University of New Mexico. Prior to working in the insurance business, she worked as a Senior Research Assistant at UNM. While in that role she contributed to studies done in conjunction with John Hopkins University on pediatric leukemia. She also maintained the country’s largest cryo-preserved cell bank.
A natural leader and problem solver, Insurance came as a natural transition to Kelly in 2007. Since then, she has proven herself to be indispensable to her insurance clients and an “Ace” in the business. Kelly is an expert when it comes to coverage requests, identifying customer needs and communication. She continues to be a top performer and excels at growing business.
Since 2014, Kelly has worked closely with the Albuquerque Chapter of CREW (Commercial Real Estate Women). She is currently their President Elect. Kelly also volunteers her time serving on other Boards in the Albuquerque community such as the New Mexico International School Foundation Board and the Children’s Grief Center.
Chris is a New Mexico native, born and raised in Albuquerque, NM. He graduated from Sandia High School in 1993. A lifelong lover and player of baseball, Chris was redshirted onto the University of New Mexico baseball team after high school graduation. Chris graduated from the University of New Mexico in 1998 with a degree in University Studies. While attending UNM, Chris was also a member of the Sigma Chi Fraternity. After graduating with his bachelor’s Chris attended Hardin- Simmons University in Abilene, Texas where he continued playing baseball.
In 2008 Chris became a Certified Insurance Counselor, (CIC) and has worked in the insurance business ever since. Insurance has always been in Chris’s blood so to speak. His dad was in the insurance business as well. Chris likes helping clients plan for both the expected and the unexpected. He takes pride in being a trusted advisor to his clients and enjoys watching their businesses grow.
When not assisting his clients, Chris is all about family. He is a father to twin boys and is blessed to be surrounded by great friends and family. He is still a baseball enthusiast; you can find him regularly attending minor league games and giving kids in the community lessons on how to throw the perfect pitch.