• About Keller & Associates

Thomas Lane Keller, CPA/PFS, CFP®

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
  • Investment Advisor Representative
  • Series 7 and 66 Licenses

Lane has over 40 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, the University of Houston-Victoria President’s Regional Advisory Board and the TD Ameritrade Institutional President’s Council.  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).

Kyle Noack

Kyle W. Noack, CPA, CFP®

Kyle W. Noack, CPA, CFP®

Education

  • BBA from the University of Mary Hardin-Baylor
  • Financial Planning Certificate – Texas A&M University College Station

Professional Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Series 65 License

He is a managing member of the firm and is currently the Tax/Accounting Principal for Keller & Associates CPAs, PLLC and is a Lead Advisor and Managing Director of KMH Wealth Management, LLC.  His practice encompasses all facets of personal financial planning, tax return preparation and accounting.

Kyle is an assistant lecturer at Texas A&M University – College Station in the Financial Planning Department. He is a member of the Victoria Rotary Club and a board member for Theatre Victoria and the Victoria College Foundation.  Kyle enjoys fishing, gardening and spending time with his wife, two sons and two dogs.

Shelly Bernhard, MBA

Shelly Bernhard, MBA

Education

  • BBA from the University of Houston-Victoria
  • MBA from the University of Houston-Victoria

Shelly is an Assistant Tax Manager and Family Services Manager who has been with the firm for over ten years.  Her area of practice includes tax return preparation, payroll, financial statement review and analysis, and day to day responsibilities of organizing and managing requirements associated with Family Office clients.

She was vice president of communications for the Victoria Professional Express Network, a chapter of the American Business Women’s Network and currently serves on the Board of Perpetual Help Home.  She also is a mentor through the Victoria Business and Education Coalition.

Shelly and her husband enjoy being outdoors and watching their two children play soccer and baseball.

Doris G. Boyd, CPA

Doris G. Boyd, CPA

Education

  • BBA from the University of Houston – Victoria

Professional Designations

  • Certified Public Accountant

Doris is the Chief Operating Officer and Executive Assistant to Lane Keller.  She joined the firm after 34 years in banking.  She is responsible for the organization and coordination of office operations, procedures and resources to facilitate organizational effectiveness and efficiency.  She assists with tax preparation.

She previously served on the Victoria Bach Festival Board.  She is a member of the TSCPA – Victoria Chapter.

Greg Hermes

Gregory J. Hermes, CPA/PFS, CFP®

Gregory J. Hermes, CPA/PFS, CFP®

Education

  • BBA from Texas A&M University College Station
  • College For Financial Planning-CFP® Professional Education Program

Professional Designations

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Personal Financial Specialist
  • Investment Advisor Representative
  • General Lines Agent Insurance License (Texas)
  • Series 7 and 66 Licenses

Greg has over 35 years of public accounting experience. He has been a CFP® professional since 1999.  He has presented seminars on retirement planning and investments where he focuses his practice.

He currently is a member of the Alzheimer’s Association and a volunteer mentor with the Victoria Business and Education Coalition.  He has previously served as past president of the TSCPA – Victoria Chapter.

He enjoys gardening and tending to his purple martins each spring.

Chris Laughhunn, CPA

Chris Laughhunn, CPA

Education

  • BBA from the University of Houston – Victoria

Professional Designations

  • Certified Public Accountant

Chris has over 5 years of experience in public accounting.  He is currently the Senior Tax  and IT Manager for the firm. His responsibilities include bookkeeping, payroll and tax services for clients with a specialized focus on oil and gas.

He is currently serving on the board of Texas Society of Certified Public Accountants and is a member of the Victoria Rotary Club.

In his free time, Chris enjoys spending time with his wife and their two dogs.

Adam Baucom, CPA

Adam Baucom, CPA

Education

  • BBA from the University of Houston
  • MS in Accountancy from the University of Houston

Professional Designations

  • Certified Public Accountant

Adam has over 10 years of experience and is a senior tax manager.  He previously was an accountant for Harrison, Waldrop & Uherek in Victoria and W&T Offshore in Houston.  His background includes work in tax planning, tax return preparation and accounting.

Adam currently serves on the board of Texas Society of Certified Public Accountants, is an Ambassador for the Victoria Chamber of Commerce and is a member of the Victoria Lions Club.  In his spare time, he enjoys sports such as fishing and football and spending time with his wife, son and daughter.

Sarah Maxey

Sarah Maxey, BS

Sarah Maxey, BS

Education

  • BS from the University of Houston-Victoria

Sarah is an Assistant Staff Accountant who has been with the firm for over ten years. Her responsibilities include overseeing family office operations, bookkeeping, and payroll.

Patrick Wilson, BBA

Patrick Wilson, BBA

Education

  • BBA from the University of Houston – Victoria

Patrick is a Tax Accountant for the firm who is currently continuing his education to fulfill the requirements for the CPA License. His role in the firm includes bookkeeping, payroll and tax preparation for clients. He is also a local Victorian and member of the TSCPA – Victoria Chapter.

Samantha Penland

Samantha Penland, BBA

Samantha Penland, BBA

Education

  • BBA from the University of Houston – Victoria

Samantha is an Assistant Tax Accountant for the firm.  Her responsibilities include overseeing family office operations, bookkeeping, payroll, and various other items associated with assisting family office clients.

In her free time, she enjoys spending time with her husband and two sons.

Brenda Bridges

Brenda Bridges

Brenda is the Receptionist and an Administrative Assistant for the firm.  She is responsible for greeting clients, answering the phone, family and client monthly billing, and assisting staff with various other duties as needed. Brenda was previously in banking with 38 years of experience with 20 of those years at First Victoria.

She enjoys spending time outdoors, gardening and taking care of her pets.