Advisors at this firm
Hannah G
CFP®, Series 63, Series 66
Victoria, TX
Keller Wealth Advisors
Hannah Gohmert is a CFP® 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, TX. Keller Wealth Advisors manages approximately $825 million for a diverse client base including individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.
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.
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.
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.
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.
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.
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.
Kelly V
Series 65
Victoria, TX
Keller Wealth Advisors
Kelly Villafranca is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with one year of industry experience. She has previously worked at KMH Wealth Management, Ameriprise, and Edward Jones. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.