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 is a managing member and Chief Financial Officer for KMH Wealth Management, LLC and Keller & Associates CPAs, PLLC. He specializes in estate planning, income tax planning and investment planning for high-net-worth individuals and families.

He currently serves on the University of Houston-Victoria President’s Regional Advisory Board. Previously he served on the Mid-Coast Family Services Board, 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).