• 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
  • 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, CFP®

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 Designations

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

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

Beginning in 2017, he became an assistant lecturer at Texas A&M University – College Station in the Financial Planning Department.  He currently serves as President for the Texas Society of Certified Public Accountants Victoria Chapter, is a member of the Victoria Area Estate Planning Council and a Theatre Victoria board member.  Kyle enjoys fishing and playing golf.

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 Designations

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

David graduated with a 4.0 GPA from the University of Houston-Victoria with a Finance Degree.  He also 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 the Associate Operations Manager.  He 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.

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
  • 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 has presented seminars on retirement planning and investments where he focuses his practice.

He currently is a member of the Diocese of Victoria School Advisory Council 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 coaching and being involved in youth sports.

Beth Henning, BS

Beth Henning, BS

Education

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

Professional Designations

  • Series 65 License
  • Investment Advisor Representative

Beth graduated from Texas A&M with an Agriculture Economics Degree.  She joined the firm in 2016 as an Associate Advisor

Her responsibilities as Associate Advisor include portfolio rebalancing, trading securities, marketing, meeting with clients and opening new accounts.  Beth recently passed the exam requirement and met the education requirements associated with becoming a CERTIFIED FINANCIAL PLANNER™.  Currently, she is working towards completing the remaining qualifications to attain this designation.

Beth is a Goliad, Texas native and enjoys maintaining a small cattle operation, gardening and spending time in Port Aransas.

Hannah Gohmert, BS

Hannah Gohmert, BS

Education

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

Professional Designations

  • Series 7 License
  • Series 63 License
  • Series 66 License
  • Investment Advisor Representative

Hannah joined KMH Wealth Management, LLC in 2016 and is currently an Associate Advisor and Compliance Associate. 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.

Her responsibilities as an Associate Advisor include rebalancing portfolios, trading securities, assisting with quarterly billings and statements, and meeting with clients. As a Compliance Associate, Hannah stays educated on current and pending legislation that affect the investment advisory and financial planning industries. Hannah is currently pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Hannah has a passion for agriculture and enjoys the outdoors and spending time with her husband and their young son.

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 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 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.