Enjoy your life with
clarity confidence certainty.
We provide a long-term, holistic approach to financial planning and wealth management so you can focus on the here and now.
Welcome to Keller Wealth Advisors
We focus on your unique goals to help you navigate today’s complex financial challenges.
Keller Wealth Advisors is an independent, fee-only financial planning and wealth management firm dedicated to enhancing wealth and creating legacies for current and future generations.
Fiduciary Standard
As an investment advisor we are a fiduciary and must act in the best interest of our clients. We believe anyone seeking financial planning and investment services deserves competent and objective advice.
Client-Centric Approach
We partner with you to build a personalized financial plan and recommend an appropriate investment strategy that aligns with your core values and life goals.
 Our clients are individuals, multi-generational families, non-profits, and businesses. Several of our multi-generational clients span four generations.
Independent Fee-Only
Keller Wealth Advisors offers financial planning and investment strategies on a Fee-Only basis which enables the firm to recommend investment products with no bias towards commissions or fees from product sales. Being independent allows us to follow a client-centric approach versus corporate goals.
Certified Professionals
Our team is comprised of CERTIFIED FINANCIAL PLANNER® professionals, who have met the rigorous education, examination, experience, and ethical requirement to earn the CFP® mark. We are committed to providing the highest standard of financial planning to build sustainable wealth.
Meet The Team
We are your team of certified professionals. Our combined knowledge of financial planning and investment strategies is tailored to your unique financial needs.
Kyle Noack, CPA, CFP®
Kyle Noack, CPA, CFP®
Thomas Lane Keller, CPA/PFS, CFP®
Thomas Lane Keller, CPA/PFS, CFP®
David Faskas, CFA, CFP®
David Faskas, CFA, CFP®
Sarah Nix, CFP®
Sarah Nix, CFP®
Beth Koonce, CFP®
Beth Koonce, CFP®
Sara Potts, CFP®
Sara Potts, CFP®
Chris Laughhunn, CPA, CFP®
Chris Laughhunn, CPA, CFP®
Hannah Gohmert, CFP®, IACCP®
Hannah Gohmert, CFP®, IACCP®
Kelly Villafranca
Kelly Villafranca
Brenda Hermes
Brenda Hermes
Emily Parker, BBA
Emily Parker, BBA
Brittni Sharp
Brittni Sharp
Mimi Lange
Mimi Lange
Our Program Specifically for Young Professionals
XY NOW is a financial program for young professionals and families under 45.
Keller Wealth Advisors is an independent, fee-only financial planning and wealth management firm dedicated to enhancing wealth and creating legacies for current and future generations.
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