David R. Kallman, CLU, ChFC

Dave graduated from the University of Illinois in 1973 having received the “Chick Evans Caddy Scholarship" in 1969.  He entered the financial service business in 1974 and focuses on working with owners of closely-held companies, professionals, such as physicians and attorneys, and individuals planning for retirement.  Dave is active in the Evans Scholar Alumni Association and is a Director of the Western Golf Association.  Dave and his wife, Karen, live in Palatine, Illinois with their sons, Don and Dan.


Dave has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.


Dave is supported by a wonderful and dedicated staff with over 45 years experience in the financial service business.



In Memoriam - Jeffrey A. Kallman

For over twenty years Dave was a partner with his brother, Jeff, who died suddenly at age 42.  Jeff was an integral part in the growth and success of Kallman Associates.  He left behind a large number of friends, clients and business associates who loved and respected him.






Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania