Beth Koonce, CFP®

Education

• BS from Texas A&M University College Station
• Financial Planning Certificate – Texas A&M University College Station

Professional Designations

• CERTIFIED FINANCIAL PLANNER® Professional
• Series 65 License
• Life and Health Insurance Counselor

Beth graduated from Texas A&M University, College Station with an Agriculture Economics degree. She joined the firm following graduation and currently serves as a Lead Advisor, heads the XY Now Program, and is the marketing associate for Keller Wealth Advisors. She enjoys working with clients of all ages; however, she is able to best relate to clients who find themselves at the start of their careers and have questions on how to begin building their wealth.

Beth serves as the vice-chair of the of Keep Victoria Beautiful Board and is a past board member of the Victoria Main Street Program. She is a Goliad, Texas native and enjoys maintaining a small cattle operation, gardening, and spending time with her husband and young children.