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Broker Check

Andrew C Keller

Managing Partner | Chief Investment Officer

Andrew Keller’s career in wealth management, financial planning and retirement planning began in 2003, with a special emphasis in the areas of business continuation and succession planning. He also specializes in investment management and spends much of his time focusing on investment analysis and asset allocation for client portfolios.

Andrew is a Texan by choice. He grew up in North Dakota where he attended college at the University of North Dakota, and worked through college, and afterwards, in a large construction and landscape company. After managing the landscape division for eight years, with over 50 employees, he chose to begin a career in financial planning. He started his career with LPL Financial in Tulsa, Oklahoma before moving to Houston in September 2003.

Andrew lives in West University with his wife Lyndsey and their children, Michela, Hadyn and Hogan.  Andrew has established a philanthropic foundation to provide playgrounds in underprivileged neighborhoods in memory of his daughter, Rori.  His hobbies include golf, tennis and Houston sporting events.