• 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 Certifications

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

Lane has over 35 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 also serves on the Mid Coast Family Services Board, the Advisory Committee to establish an academic program in Financial Planning at Texas A&M University, the University of Houston-Victoria President’s Regional Advisory Board and the TD Ameritrade Institutional President’s Council.  Previously he served on the TSCPA Ethics Committee, the TD Ameritrade Institutional Advisor Panel, the First Victoria National Bank Board of Directors and the board of STAR (Child Study Clinic).

Kyle W. Noack, CPA

Kyle W. Noack, CPA, CFP®

Education

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

Professional Certifications

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 License
  • Investment Advisor Representative

Kyle graduated from the University of Mary Hardin-Baylor with an accounting degree and also quarterbacked the football team for three years leading them to three American Southwest Conference titles.  He also made the Dean’s List for several years.

He is currently a Portfolio Manager for KMH and the Tax/Accounting Principal for Keller & Associates, CPAs.  His Practice encompasses all facets of personal financial planning, tax return preparation and accounting.

He currently serves as the President Elect-Nominee for the Texas Society of Certified Public Accountants Victoria Chapter and is a member of the Victoria Area Estate Planning Council.  Kyle enjoys fishing and playing golf.

Gregory J. Hermes, CPA/PFS, CFP®

Gregory J. Hermes, CPA/PFS, CFP®

EducationEducation

  • BBA from Texas A&M University College Station
  • College For Financial Planning-CFP® Professional Education Program

Professional Certifications

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Personal Financial Specialist
  • Investment Advisor Representative
  • General Lines Agent Insurance License (Texas)
  • Series 7 and 66 Licenses

Greg has over 35 years of public accounting experience. He has been a CFP® professional since 1999.  He began his career at Arthur Anderson in Houston. He has presented seminars on retirement planning and investments. His practice focuses on retirement planning and investments, including an extensive background in income taxation and personal financial planning for a variety of clients.

He currently is a member of the Diocese of Victoria School Advisory Council.  He has previously served as past president of the TSCPA – Victoria Chapter and on the TSCPA Membership Committee.  He enjoys coaching and being involved in youth sports.

David Faskas, BBA, CFP®

David Faskas, BBA, CFP®

Education

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

Professional Certifications

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 License
  • Investment Advisor Representative

David graduated with a 4.0 GPA from the University of Houston-Victoria with a Finance Degree and consistently made the Dean’s List during his college years.  He also has completed all of the CFP Board’s requirements to hold the CERTIFIED FINANCIAL PLANNER™ designation.  He is currently pursuing his Chartered Financial Analyst® credentials.

He currently is a Lead Advisor for KMH and is responsible for meeting with clients,  maintaining the client portfolio system, portfolio rebalancing, trading securities, quarterly client billing and statements, and opening new client accounts.

He currently serves on the Victoria Bach Festival Board and is also a guitarist who performs for weddings, parties and other events.

Beth Henning, BS

Beth Henning, BS

Education

  • BS from Texas A&M University College Station

Professional Certifications

  • Series 65 License
  • Investment Advisor Representative

Beth recently joined KMH Wealth Management, LLC as an Associate Advisor, where she had previously interned.  Beth graduated from Texas A&M with an Agriculture Economics Degree.  While there she received the Distinguished Student Award for the College of Agriculture and Life Sciences in recognition of academic excellence.

Her responsibilities as Associate Advisor include, rebalancing portfolios, assisting with quarterly client billing and statements, marketing, meeting with clients and opening new accounts.  Beth is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Hannah Gohmert, BS

Hannah Gohmert, BS

Education

  • BS from Texas A&M University College Station

Professional Certifications

  • Series 7 License
  • Series 63 License
  • Series 66 License

Hannah recently joined KMH Wealth Management, LLC upon returning to the Victoria area.  She previously worked for Charles Schwab & Co., Inc. in Austin after graduating from Texas A&M University with an Agriculture Economics Degree.  She is currently an Associate Advisor and Compliance Associate for KMH.

Her responsibilities as Associate Advisor include, rebalancing portfolios, assisting with quarterly client billing and statements, compliance, meeting with clients and opening new accounts.  Hannah is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.   She and her family have returned to the Meyersville area.

Heather Keller, BBA

Heather Keller, BBA

Education

  • BBA from Texas A&M University College Station

Heather recently graduated from Mays Business School at Texas A&M University with a BBA in Business Management.

She is currently an Associate Advisor and Client Relations Representative. Her time is focused between the firm’s marketing efforts such as social media, website, newsletters and advertising to preparing all documentation to onboard clients. She also maintains client data bases and prepares all other necessary reports.

Phyllis P. Keller, MBA

Phyllis P. Keller, MBA

Education

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

Phyllis serves as Chief Compliance 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.

She currently serves on the Bach Festival Board and is on the Victoria Independent School District Education Foundation Board.  She previously 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 G. Boyd, CPA

Education

  • BBA from the University of Houston – Victoria

Professional Certifications

  • Certified Public Accountant

Doris is the Chief Operating Officer and Executive Assistant to Lane Keller.  She recently 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 assists with tax preparation.

Currently she serves on the Victoria Bach Festival Board.  She is a member of the TSCPA – Victoria Chapter.

Lynn M. Miori, CPA/PFS, CFP®


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Lynn M. Miori, CPA/PFS, CFP® – Consultant

Education

  • College for Financial Planning-CFP® Professional Education Program

Professional Certifications

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Investment Advisor Representative
  • Life and Health Insurance Counselors License(Texas)
  • Series 63 License

Lynn has over 30 years of public accounting and financial planning experience and has held the CFP® certification for over 15 years. She is a NAPFA-Registered Financial Advisor.

She is a consultant with the firm for special projects involving financial planning, investment strategies and tax planning.

She currently serves as Immediate Past Chairman and Advisory Board member of the Food Bank of the Golden Crescent, Our Lady of Victory Catholic Church Finance Council Secretary, Our Lady of Victory Catholic Church and School Endowment Funds Chairperson, Our Lady of Victory Cathedral –“Eternally We Build” Capital Campaign Committee Member, and a Hospice of South Texas board member.