James Keller, CFP®, CRPC®
Certified Financial Planner®
Owner Keller Wealth Management
972-924-6602
jkeller@kellerwealthmanagement.net
Keller Wealth Management, LLC provides holistic financial services and wealth management to pre and post retirees, individuals and families, business owners and fortune 1000 business executives coast to coast.
James started Keller Wealth Management, LLC in 2020, from Merrill Lynch and AXA Advisors, LLC where he practiced as a Financial Advisor. He has been in the financial services industry since 2001. James completed the Certificate Program in Financial Planning at SMU and is a CERTIFIED FINANCIAL PLANNERTM (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc. James also attained the Chartered Retirement Planning Counselor SM, (CRPC®) designation in 2010, and is a graduate of the University of North Texas in Denton, TX.
James’s professional goal is to provide clients with experienced advice and consultation. He has received many industry related honors, regularly attends industry training and certification programs and has completed the curriculums and passed the rigorous exams for:
- “D” Magazine Top Financial Planner in 2007
- CERTIFIED FINANCIAL PLANNER TM ((CFP®), professional
- Chartered Retirement Planning Counselor SM (CRPC®)
- The Wharton School – Wharton Retirement Planning Program (2007)
- FINRA Securities Registrations: Series 7, 66
- Texas Life and Health Insurance
James is very active in his church, volunteers at The Interfaith Housing Coalition in Dallas, TX, is an active volunteer with the Cystic Fibrosis Foundation of Northeast Texas, and the United Way. James enjoys reading, traveling, being outdoors and spending time with family and friends. He lives in Allen, TX with his wife Jill, and has 4 children, Amanda, Austin, Allison and Anna and 2 energetic grandkids, Everly and Aubrey.
Nicole Jesse
Executive Assistant
Nicole has been with Woodbury Financial since 2018, successfully overseeing administrative functions in the regional office as well as marketing and advisor support. Nicole is responsible for proactively addressing any account queries and service as needed. Nicole’s infectious pleasant attitude and commitment to client service make her a great addition to the team.
Nicole was born in Chicago and moved her family to Texas in 2003. She is the proud mom of five children ranging in age from 16-26. On the weekends you can find Nicole enjoying the outdoors with her family and cooking traditional Italian meals.
How I Work
My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.