KMH Wealth Management, LLC
Certified Public Accountants • Personal Financial Planners
tlk

Thomas Lane Keller, CPA/PFS, CFP®

BS from Texas A&M University
Stonier Graduate School of Banking at the University of Delaware
Certified Financial Planner™ Professional
Personal Financial Specialist
Registered Investment Advisor and Life and Health Insurance Counselors License(Texas).
Lane has over 25 years of experience in community banking and public accounting. He currently serves on the Board of First Victoria and FVNB Corp. and is chairman of the audit committee and served on the TSCPA Ethics Committee. He has presented estate planning programs to corporate retirees and professional groups. His practice focuses on estate planning, income tax planning and investments.
tlkeller@kellercpas.com
Hermes

Gregory J. Hermes, CPA/PFS, CFP®

BBA from Texas A&M University
College For Financial Planning-CFP® Professional Education Program
Certified Financial Planner ™ Professional
Personal Financial Specialist
Investment Advisor Representative and General Lines Agent Insurance License (Texas).
Greg has over 25 years of public accounting experience. He began his career at Arthur Anderson in Houston. He has presented seminars on retirement planning and investments. His practice focuses on income taxation, retirement planning and investments.
gjhermes@kellercpas.com
Miori

Lynn M. Miori, CPA/PFS, CFP®

College for Financial Planning-CFP® Professional Education Program
Certified Financial Planner ™ Professional
Personal Financial Specialist
Investment Advisor Representative and Life and Health Insurance Counselors License(Texas).
Lynn has over 25 years of public accounting and financial planning experience and has held the CFP® designation for over 10 years. Currently she serves on the Texas Society of Certified Public Accounts Ethics Committee and as an officer for the TSCPA Victoria Chapter. She Specializes in retirement and estate planning for individuals as well as investment portfolio design and management.
lmmiori@kellercpas.com
Keller

Joseph B. Pustka, CPA

 BS from St. Edward's University
Joe has over 40 years accounting experience. Before joining Keller & Associates he was controller for DeTar Hospital for 12 years. His practice focuses on farm and ranch taxation. jbpustka@kellercpas.com
Marquette

Loretta J. Marquette, CPA

University of Houston - Victoria
Lorrie has over 30 years of accounting experience. Lorrie focuses her practice in the tax and accounting area. Certified as a QuickBooks Pro Advisor. ljmarquette@kellercpas.com
bo

R.L. "Bo" Keller, CPA


Southern Methodist University - BBA Professional Accounting
Fifty years of tax accounting experience with a specialty in tax and estate taxation. Served over 30 years on the First Victoria National Bank Board of Directors. He is available on a consulting basis. rlkeller@kellercpas.com

The PFS (Personal Financial Specialist) accreditation was established for CPAs who specialize in personal financial planning, and is awarded exclusively to AICPA (American Institute of Certified Public Accountants) members who have demonstrated considerable experience and expertise in the financial planning area.

 

 sand_image
WebDesign by Continuum Services