• About KMH

Thomas Lane Keller, CPA/PFS, CFP®

Thomas Lane Keller, CPA/PFS, CFP®

Education

  • BS from Texas A&M University
  • Stonier Graduate School of Banking at the University of Delaware

Professional Designations

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 7 and 66 Licenses

Lane has over 40 years of experience in wealth management, public accounting and banking. He specializes in estate planning, income tax planning and investment planning for high net worth individuals and families.

He currently serves on the Mid-Coast Family Services Board and the University of Houston-Victoria President’s Regional Advisory Board. Previously he served on the TD Ameritrade Institutional President’s Council and Advisor Panel, the Advisory Committee to establish an academic program in Financial Planning at Texas A&M University, the TSCPA Ethics Committee, the First Victoria National Bank Board of Directors and the board of STAR (Child Study Clinic).

Kyle Noack

Kyle W. Noack, CPA, CFP®

Kyle Noack, CPA, CFP®

Education

  • BBA from University of Mary Hardin-Baylor
  • Financial Planning Certificate – Texas A&M University College Station

Professional Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 License
  • Life and Health Insurance Counselor

He is a managing member of the firm and is currently a Lead Advisor and Managing Director of KMH Wealth Management, LLC and the Tax/Accounting Principal for Keller & Associates CPAs, PLLC.  His practice encompasses all facets of personal financial planning, tax return preparation and accounting.

Kyle is an assistant lecturer at Texas A&M University – College Station in the Financial Planning Department. He also serves on the board of the Victoria College Foundation and the University of Houston-Victoria School of Business Administration Dean’s Advisory Board.

Kyle enjoys fishing, gardening and spending time with his wife, two sons and two dogs.

David Faskas, CFA, CFP®

David Faskas, CFA, CFP®

Education

  • BBA from University of Houston – Victoria
  • College for Financial Planning-CFP® Professional Education Program

Professional Designations

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor
  • Series 65 License
  • Life and Health Insurance Counselor

David is a managing member of KMH Wealth Management, LLC and is a Lead Advisor and the Chief Investment Officer and Chief Financial Planning Officer for the firm.  His practice includes all areas of personal financial planning, including investment and retirement analysis, Medicare and insurance planning, and tax planning.

David is currently president of the Victoria Fine Arts Association, a member of Kiwanis, the Welder Center Advisory Board, and the Victoria Bach Festival Board.

David is a guitarist who performs for local events solo or with his jazz combo. He enjoys working in his yard, woodworking, and spending time with his wife and son.

Sara Potts, CFP®

Sara Potts, CFP®

Education

  • BS from Texas A&M University College Station

Professional Designations

  • Series 7 and 66 Licenses
  • General Lines Agent Insurance License (Texas)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Sara is a Lead Advisor and Operations Manager for KMH Wealth Management, LLC. Her practice includes working with clients through all of life’s stages, from helping individuals who are just starting their careers to those who are transitioning into retirement.

Before joining the staff at KMH in 2019, Sara worked as a financial advisor designing and maintaining retirement plans and educating plan participants. Sara graduated from Texas A&M University in 2015 with a bachelor’s degree in Agribusiness.

She and her husband have three sons. Outside of the office, you can find Sara volunteering or spending time with her family. She serves as a board member for the Junior League of Victoria and The Victoria Fine Arts Association. Sara and her family are active members of their church in Inez.

Beth Koonce

Beth Koonce, CFP®

Beth Koonce, CFP®

Education

  • BS from Texas A&M University College Station
  • Financial Planning Certificate – Texas A&M University College Station

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 License
  • Life and Health Insurance Counselor

Beth graduated from Texas A&M University, College Station with an Agriculture Economics degree in 2015. She joined the firm following graduation and currently serves as a Lead Advisor, heads the XY Now Program, and is the marketing associate for KMH Wealth Management, LLC. She enjoys working with clients of all ages; however, she is able to best relate to clients who find themselves at the start of their careers and have questions on how to begin building their wealth.

Beth serves as the secretary of the Victoria Main Street Program and is a board member of Keep Victoria Beautiful. She is a Goliad, Texas native and enjoys maintaining a small cattle operation, gardening, and spending time with her husband and son.

Hannah Gohmert

Hannah Gohmert, CFP®

Hannah Gohmert, CFP®, IACCP®

Education

  • BS from Texas A&M University College Station
  • Financial Planning Certificate – Texas A&M University College Station

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Investment Adviser Certified Compliance Professional®
  • Series 7, 63, and 66 Licenses

Hannah is the Chief Compliance Officer of KMH Wealth Management, LLC. As CCO, Hannah develops and monitors policies and procedures while staying current on legislation that affect the investment advisory and financial planning industries. Prior to joining KMH, Hannah was employed as an active trader for Charles Schwab & Co. Inc. in Austin, Texas. She has a degree in Agricultural Economics from Texas A&M University.

Hannah serves on the boards of The Children’s Discovery Museum of the Golden Crescent and Main Street Goliad. She and her husband have three sons and are active members of Lifeway Baptist Church in Cuero. Hannah maintains a small hobby farm in Meyersville and enjoys spending her free time cooking, camping, and creating memories with friends and family.

Chris Laughhunn, CPA, CFP®

Chris Laughhunn, CPA, CFP®

Education

  • BBA from University of Houston – Victoria
  • Financial Planning Certificate – Texas A&M University College Station

Professional Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional

Chris is an Associate Advisor with KMH Wealth Management, LLC.  He is also currently the Tax & Accounting Principal for Keller & Associates CPAs, PLLC with over 5 years of public accounting experience. His background includes tax preparation, bookkeeping, payroll and tax planning services for clients with a specialized focus on oil and gas.

Chris currently is a member of the Victoria Rotary Club and serves on the boards of Texas Society of Certified Public Accountants and the Victoria Lions Club.

In his free time, Chris enjoys spending time with his wife and their two dogs.

Adam Baucom, CPA, CFP®

Adam Baucom, CPA, CFP®

Education

  • BBA from University of Houston
  • MS in Accountancy from University of Houston

Professional Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional

Adam is an Associate Advisor for KMH Wealth Management, LLC and is a Senior Tax Manager for Keller & Associates CPAs, PLLC with over 10 years of tax experience.  He previously was an accountant for Harrison, Waldrop & Uherek in Victoria and W&T Offshore in Houston.  His background includes work in tax planning, tax return preparation and accounting.

Adam currently is an Ambassador for the Victoria Chamber of Commerce and serves on the boards of Texas Society of Certified Public Accountants, the Victoria Lions Club and The Children’s Discovery Museum of the Golden Crescent.  In his spare time, he enjoys sports such as fishing and football and spending time with his wife, son and daughter.

Phyllis P. Keller, MBA

Phyllis Keller, MBA

Education

  • BS from Texas A&M University College Station
  • MBA from University of Houston – Victoria

Phyllis serves as Chief Information Officer and Marketing Manager for KMH Wealth Management, LLC.  For over eight years she was an adjunct for Victoria College teaching business courses, specifically business ethics.  Phyllis also has over thirty years of marketing experience in diverse business settings, and she recently spoke at Investment Adviser Watch’s 2018 20th Annual IA Compliance Conference in Washington DC.

She recently served on the Victoria Bach Festival Board and was on the Victoria Independent School District Education Foundation Board.  She also served on the Victoria Regional Museum Associates Board as Vice President, the treasurer of the Victoria Country Club Board, and wrote the column “Big PR Ideas for Smaller Hospitals“ for the Texas Hospital Association Magazine.

Doris G. Boyd, CPA

Doris Boyd, CPA

Education

  • BBA from University of Houston – Victoria

Professional Designations

  • Certified Public Accountant

Doris is the Chief Operating Officer and Executive Assistant to Lane Keller.  She joined the firm after 34 years in banking.  She is responsible for the organization and coordination of office operations, procedures and resources to facilitate organizational effectiveness and efficiency.

She previously served on the Victoria Bach Festival Board.  She is a member of the TSCPA – Victoria Chapter.

Emily Parker

Emily Parker

Education

  • BBA from University of Houston – Victoria

Emily double-majored in Business Management and General Business. She joined the firm in 2019 as a Client Service Representative. She is responsible for handling administrative and operational tasks to ensure smooth daily operations.

Emily is a member of the Young Professionals Organization of Victoria. In her free time, she enjoys swimming and boating at Coleto Lake, gardening her succulent farm, and spending time with her husband.