Kelby Houston

Kelby Houston serves as CEO and President of API, bringing over 12 years of experience in tax planning, financial services, and business leadership. As an Enrolled Agent (EA) and Financial Advisor, Kelby combines extensive tax knowledge with a strategic approach to financial planning, helping individuals and business owners make informed decisions to build and preserve wealth.

Throughout his career with API, Kelby has developed a comprehensive understanding of the financial challenges facing individuals, families, and businesses. His approach centers on personalized service, proactive tax strategy, and long-term financial planning, with an emphasis on building lasting relationships and delivering thoughtful, results-driven solutions.

Kelby holds a Bachelor of Science degree from California State Polytechnic University, Pomona, with an academic background in finance, real estate, and law. This multidisciplinary foundation, combined with more than a decade of professional experience, allows him to approach financial decisions with a broad perspective and a deep appreciation for the interconnected nature of tax, business, and wealth management.

In that role, Kelby is committed to leading the firm with a vision of delivering integrated financial solutions, strengthening client relationships, and helping clients navigate financial complexity with confidence. His mission is to provide the strategic guidance and personalized attention necessary to help clients achieve their financial objectives at every stage of life and business.