KMH Wealth

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

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

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

Keller Phyllis P. Keller, MBA

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

Twenty-five years of marketing experience in diverse business settings.
Serves as Chief Compliance Officer for KMH Wealth Management, LLC.
For over five years she has served as an instructor of business courses at Victoria College.
pkeller@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.

Registered Investment Advisors • Personal Financial Planners

The Professionals