• 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 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 Noack

Kyle W. Noack, CPA, CFP®

Kyle W. Noack, CPA, CFP®

Education

  • BBA from the 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 is a member of the Victoria Rotary Club and a board member for Theatre Victoria and the Victoria College Foundation.

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

David Faskas

David Faskas, CFA, CFP®

David Faskas, CFA, CFP®

Education

  • BBA from the 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 also a Lead Advisor and the Operations Manager.  David’s practice includes all areas of personal financial planning , including investment and retirement analysis.

David is a member of Kiwanis, the Welder Center Advisory Board and is the Victoria Bach Festival Board Treasurer and the Victoria Fine Arts Association Board Treasurer.  David is a guitarist who performs for local non-profit events, weddings and other events.

Greg Hermes

Gregory J. Hermes, CPA/PFS, CFP®

Gregory J. Hermes, CPA/PFS, CFP®

Education

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

Professional Designations

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

Greg has over 35 years of public accounting experience. He has been a CFP® professional since 1999.  He has presented seminars on retirement planning and investments where he focuses his practice.

He currently is a member of the Alzheimer’s Association and a volunteer mentor for the Victoria Business and Education Coalition.  Greg has previously served as past president of the TSCPA – Victoria Chapter.

He enjoys gardening and tending to his purple martins each spring.

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. She joined the firm in 2016 as an Associate Advisor.

Beth is currently a Lead Advisor and heads the XY Now Program for KMH Wealth Management. In 2017, Beth passed the exam requirement and met all the remaining requirements associated with becoming a CERTIFIED FINANCIAL PLANNER™ professional. 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 is a Goliad, Texas native and enjoys maintaining a small cattle operation, gardening and spending time in the great outdoors with her husband, Tyler.

Hannah Gohmert

Hannah Gohmert, CFP®

Hannah Gohmert, 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 7, 63, and 66 Licenses

Hannah joined KMH Wealth Management, LLC in 2016 and is currently Chief Compliance Officer and an Associate Advisor. She previously worked for Charles Schwab & Co. Inc. in Austin as an active trader after graduating from Texas A&M University with an Agricultural Economics Degree.

As Chief Compliance Officer, Hannah develops and monitors policies and procedures while staying current on legislation that affect the investment advisory and financial planning industries.  Her responsibilities as an Associate Advisor include meeting with clients, managing portfolios and trading securities.

Hannah and her husband reside in DeWitt county where they are raising their two young sons. She enjoys being outdoors, cooking, baking, and indulging in classic literature when she isn’t reading educational material.

Phyllis P. Keller, MBA

Phyllis P. Keller, MBA

Education

  • BS from Texas A&M University College Station
  • MBA from the 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 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 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.

Sara Potts

Sara Potts

Education

  • BS from Texas A&M University College Station

Professional Designations

  • Series 7 and 65 Licenses
  • General Lines Agent Insurance License(Texas)
  • Financial Paraplanner Qualified Professional™

Sara joined KMH Wealth in 2019 as an Associate Advisor.  Her responsibilities include maintaining client relationships, managing portfolios and trading securities.  Prior to joining KMH, Sara worked for four years as a Financial Advisor primarily managing retirement plans for an El Campo firm.  She is also a graduate of Texas A&M University where she studied Agribusiness.

Sara is currently studying to complete the requirements to hold the Certified Financial Planner™ certification.  In her spare time, she enjoys serving the community through the Junior League of Victoria and spending time with her husband and two sons.