Keener Financial Planning

Jean Keener is a Certified Financial Planner (CFP®) with 17 years of experience, currently serving at Keener Financial Planning since 2008. She holds the Series 65 designation and acts as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on retirement planning through modular financial planning and investment management. The firm employs a long-term, cost-aware investment approach, primarily using low-cost index mutual funds and ETFs, and offers fee-only services via hourly, flat-fee, or retainer arrangements.

Morgan Moore is a financial advisor at Keener Financial Planning in Keller, Texas, holding a Series 65 credential with two years of industry experience. His career includes roles at several firms, including Storehouse Financial and Legacy Private Wealth Advisors, as well as experience at Brigham Young University-Idaho. Moore has also worked outside finance in various positions, including at Spark Walmart and Subway. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a long-term, cost-aware investment approach focused on low-cost index funds and ETFs, employing fee-only arrangements based on hourly, flat-fee, and retainer models.

Stephen Ropes is a financial advisor at Keener Financial Planning in Keller, TX, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience in various roles outside the financial industry, including positions in education and service industries. Keener Financial Planning advises individuals, trusts, small businesses, and occasional retirement plans, focusing on modular financial planning and investment management. The firm uses a long-term, cost-aware investment approach centered on low-cost index funds and ETFs, offering flexible fee arrangements such as hourly, flat fees, and retainers rather than percentage-of-assets charges.

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Megan Coyne is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. She currently works at Keener Financial Planning and has previously held roles at Woodward Financial Advisors, Marotta Wealth Management, JoycePayne Partners, and Handford Financial Strategies. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm emphasizes long-term, cost-conscious investment strategies primarily using low-cost index funds and ETFs, and offers both one-time and ongoing planning engagements through hourly or retainer fee structures.

Sterling Gray is a CFP® and Series 65 license holder with four years of industry experience. He has worked at Keener Financial Planning since 2023 and previously at HFG Wealth Management, LLC, Kahler Financial Group, and Texas Tech University. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services. The firm employs a long-term, cost-aware approach using primarily low-cost index funds and ETFs, offering both one-time and ongoing fee arrangements rather than percentage-of-assets fees.

Steven Myers is a financial advisor at Keener Financial Planning in Keller, TX, holding a Series 65 credential with three years of industry experience. He has been with Keener Financial Planning since 2021. Prior to his advisory role, his work history includes positions at Door Dash, Erie Insurance, and Edinboro University. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans through modular financial planning and investment management services emphasizing retirement planning. The firm employs a long-term, cost-aware investment approach using primarily low-cost index funds and ETFs, and offers fee-only hourly, flat-fee, and retainer engagements rather than percentage-of-assets fees.

Trista Jacobs is a CFP® and holds a Series 65 license with four years of experience in financial advising. She has been with Keener Financial Planning since 2021 and previously worked outside the financial industry at Jacobs Family Dentistry, PC for 12 years. Keener Financial Planning serves individuals, trusts, small businesses, and some retirement plans, focusing on modular financial planning and investment management with an emphasis on retirement planning. The firm employs a long-term, cost-conscious investment strategy centered on low-cost index funds and ETFs, and offers fee-only services through hourly, flat-fee, and retainer arrangements.

Elizabeth Shurtz is a CFP® with seven years of industry experience and currently serves as a financial advisor at Keener Financial Planning. She has worked at Keener Financial Planning since 2014, with a brief tenure at TD Ameritrade in 2018 and a four-year period out of the industry. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans with modular financial planning and investment management services focused on retirement planning. The firm employs a long-term, cost-aware approach using primarily low-cost index funds and ETFs, and offers fee-only services through hourly, flat-fee, and retainer engagements rather than percentage-of-assets fees.

Samuel Pond is a CFP® with six years of industry experience, currently serving as an advisor at Keener Financial Planning since 2020. Prior to this, he held positions at several financial firms including Raymond James Financial Services Advisors, Inc. He is also a member of GPN Alliance, Inc., which owns the Garrett Planning Network, and contributes to this organization on a part-time basis. Keener Financial Planning advises individuals, trusts, small businesses, and retirement plans, focusing on modular financial planning and investment management services. The firm employs a long-term, cost-aware investment approach primarily using low-cost index funds and ETFs, and offers fee-only services through hourly, flat-fee, and retainer engagements.