Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Hannah G

CFP®, Series 63, Series 66

Victoria, TX

Keller Wealth Advisors

Hannah Gohmert is a CERTIFIED FINANCIAL PLANNER® professional with 10 years of industry experience, currently serving as an advisor at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses and is based in Victoria, Texas. Keller Wealth Advisors is a fee-only, SEC-registered wealth management firm that serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation strategy incorporating both passive and active investment vehicles, with integrated tax and planning support from affiliated CPA principals.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Christopher L

CFP®

Victoria, TX

Keller Wealth Advisors

Christopher Laughhunn is a CFP® professional at Keller Wealth Advisors with four years of industry experience. He has been with Keller Wealth Advisors since 2021 and also works with KELLER & ASSOCIATES CPAs, PLLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million for about 525 clients. The firm employs a long-term, asset-allocation oriented investment approach that integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Thomas K

CFP®, PFS™, Series 63

Victoria, TX

Keller Wealth Advisors

Thomas Keller is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. He currently works at Keller Wealth Advisors and Keller & Associates CPAs, PLLC, having also held positions at KMH Wealth Management, LLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrates tax and estate considerations into its investment process, and provides comprehensive financial planning through a nine-advisor team.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

David F

CFP®, CFA®, Series 65

Victoria, TX

Keller Wealth Advisors

David Faskas is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has worked at KMH Wealth Management, LLC since 2012. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Sarah N

Series 65

Victoria, TX

Keller Wealth Advisors

Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at KMH Wealth Management, LLC, South Star Wealth Management, and various engagements with Texas A&M University. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million across about 525 clients. The firm employs a long-term, asset-allocation oriented approach that combines passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Kyle N

CFP®, Series 65

Victoria, TX

Keller Wealth Advisors

Kyle Noack is a CFP® professional with 13 years of experience in financial planning and wealth management. He has worked with Keller & Associates CPAs, PLLC, and KMH Wealth Management, LLC, and spent five years with the Financial Planning Department at Texas A&M University. He currently serves as an advisor at Keller Wealth Advisors in Victoria, TX. Keller Wealth Advisors manages approximately $825 million for about 525 clients through a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations using a long-term, asset-allocation approach that combines passive and active strategies while integrating tax, estate, and cash-flow considerations.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar
firm logo

Beth K

CFP®, Series 65

Victoria, TX

Keller Wealth Advisors

Beth Koonce is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keller Wealth Advisors. She has worked with KMH Wealth Management, LLC since 2016. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")