Lane Keller, CPA/PFS, CFP®
Owner, KMH Wealth Management, LLC & Keller and Associates CPAs

Why do you enjoy being in the business of financial planning?

“The planning business is extremely rewarding from a personal standpoint. It’s a great opportunity to really know families on a multi-generational level and to be able to continue to work with families for two, three, maybe four generations or longer. We have some clients that have been our clients for over 50 years.”

About Lane Keller

Lane has over 30 years of experience in wealth management, public accounting and banking. He specializes in estate planning, income tax planning and investment planning for high net worth individuals and families.

He also serves on the Mid Coast Family Services Board, the Advisory Committee to establish an academic program in Financial Planning at Texas A&M University and the University of Houston-Victoria President’s Regional Advisory Board.  Previously he served on the TSCPA Ethics Committee, the TD Ameritrade Institutional Advisor Panel, the First Victoria National Bank Board of Directors and the board of STAR (Child Study Clinic).

 

Adapted from kellercpas.com.