
Thomas Keller
Managing Member, Chief Financial Officer
KMH Wealth Management LLC
United States, Texas, Victoria
About Me
Lane has over 40 years of experience in wealth management, public accounting and banking. He is a managing member and Chief Financial Officer for KMH Wealth Management, LLC and Keller & Associates CPAs, PLLC. He specializes in estate planning, income tax planning and investment planning for high-net-worth individuals and families. He currently serves on the University of Houston-Victoria President’s Regional Advisory Board and Mid-Coast Family Services Board. Lane previously served on the TD Ameritrade Institutional President’s Council and Advisor Panel, the Advisory Committee to establish an academic program in Financial Planning at Texas A&M University, the TSCPA Ethics Committee, the Firs
Profile Information
Managing Member, Chief Financial Officer
KMH Wealth Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Victoria
Texas
United States
May 15, 2024
Keylinks
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