About My Practice
It is nearly impossible for you to individually monitor the volatile financial markets, changing tax laws and other developments that impact your personal finances. KMH Wealth Management, LLC has 75 plus years of cumulative experience among its professionals to provide a foundation for planning your financial security. A broad range of services allows KMH professionals to design a financial plan for you to meet today's complex financial challenges.
KMH offers financial planning and investment advisory services on a FEE ONLY basis; NO Commissions or fees or any kind are accepted from the sale or recommendation of investment products. This allows the firm to recommend products from the universe of investment options with no bias towards commissions or fees from the sale or recommendation of those products.
Our clients are very diverse in their life stages. KMH has clients who are in the early phase of planning their financial goals to the retired client who is enjoying financial security due to solid financial planning. KMH clients also represent a broad business spectrum from clients who have been involved in the ranching and oil and gas business for over a century to the start up entrepreneur.
Thomas Lane Keller 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.
He has a BS from Texas A&M University; Stonier Graduate School of Banking a the University of Delaware; CERTIFIED FINANCIAL PLANNERTM professional; Personal Financial Specialist; Registered Investment Advisor and Life and Health Insurance Counselors License.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: Texas, Health/disability insurance: Texas
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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