Thomas Lane Keller, CPA/PFS, CFP®
Education
- BS from Texas A&M University
- Stonier Graduate School of Banking at the University of Delaware
Professional Designations
- Certified Public Accountant
- Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® Professional
- Series 7 and 66 Licenses
Lane has over 40 years of experience in wealth management, public accounting, and banking. He is a managing member and Chief Financial Officer for Keller Wealth Advisors 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 First Victoria National Bank Board of Directors and the board of STAR (Child Study Clinic).
