About life insurance team
Chris Roehm, CFP – Partner
Chris is a Certified Financial Planner™ Practitioner and limits his practice
exclusively to tax, estate and financial planning for owners of closely held and
family businesses. He believes that he has engaged more business owners in planning
over the last ten years than anyone in the USA who specializes in this area.
Outside of the office, Chris has many interests. He's been doing yoga for 15 years, refereeing rugby for 30, and has a goal to be an 1800 rated club chess player.
Max Roehm, CPA – Partner
Max is a graduate of the University of Central Florida, where he earned a bachelor’s
degree in accounting. He toiled through two tax seasons at a major public accounting
firm before becoming a partner.
Max won a national championship in men’s collegiate division 1AA rugby in 2013 with UCF.
Bill White, of Counsel
Bill is an attorney with a focus on business continuity and closely held and family
business succession. Bill assists Chris and Noah with designs of buy-sell agreements
and ownership transfer strategies to family members and key employees.
Bill was in-house tax planning counsel for 10 years at Minnesota Life (now Securian Financial) where he became an expert on the use and the taxation of life insurance in business planning. Bill also serves to provide expert assistance to the attorneys representing our clients.
Bill is the author of several of the seminal articles in the field:
Succession Planning Strategies for Professional Associations, Dec. 2008 issue of Estate Planning.
Family Business Succession Planning: Devising an Overall Strategy, May 2004 issue of Journal of Financial Service Professionals.
The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, Feb. 2003 issue of Estate Planning.
Using a General Partnership to Structure and Fund a Buy-Sell Agreement, Jan. 2000 issue of Journal of Financial Service Professionals.