Jean Keener, Principal
Jean started KFP in 2008 after a 10+-year career in business management. As a career changer, Jean went back to school in 2006 and completed the CFP® educational program through the University of North Texas professional development institute. After passing the CFP® exam in 2007, Jean joined the Garrett Planning Network in 2008 and began serving financial planning clients full-time. Outside of work, Jean is married to Mark and a devoted companion for her dog Elwood. She enjoys cooking, visiting Diners, Drive-Ins and Dives restaurants, and spending time out-of-doors. Jean shares more about why she became a financial planner and answers questions you should ask a financial planner on the Interview Jean page and in this video.
Rachel Songer, Financial Planner
Rachel joined Keener Financial Planning in 2013. She is a graduate of the financial planning program at Texas Tech University and is a Certified Financial Planner™ (CFP®) Professional. Rachel focuses on working with early- and mid-career professionals on reaching their near- and long-term financial goals. Outside of work Rachel and her husband, Adam, are parents to their endlessly entertaining dog, Boomer. Rachel enjoys hiking, fishing, and perusing new recipes to try.
Patty Priddy, Financial Planner
Patty joined Keener Financial Planning in March 2017. As a career changer, Patty has been a financial planner since 2015 and previously has 20+ years financial and accounting experience including serving as a business consultant with Arthur Andersen. In addition to an MBA from Texas Tech, Patty holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. She has also completed SMU’s Certification in Financial Planning and passed the Certified Financial Planner™ exam. Outside of work, Patty enjoys spending time with her husband Paul and her extended family. She enjoys walking, reading, and yoga.
Crystal Gonzalez, Operations Manager
Crystal joined Keener Financial Planning February 2014 and is the firm’s Operations Manager. Prior to joining KFP, Crystal served in various client service and operations roles with FXCM, a Forex trading firm. Crystal has a business degree from the University of North Texas. Outside of work Crystal enjoys spending time with her husband, Jesus, and their two kids, Nikolas and Mia. She loves spending time at home with her family and reading a good book.
Beth Shurtz, Financial Planner
Beth joined Keener Financial Planning in May 2014. Prior to joining the firm, Beth took time out of the workforce to raise two sons. While doing so, she held leadership positions in several civic organizations including the Carroll Elementary PTO, the Eubanks Intermediate PTO, and Southlake Association of Gifted and Talented. Early in her career, she worked for Ernst & Young and Sabre Decision Technologies. Beth has a degree in Computer Science from Baylor University and is a Certified Financial Planner™ (CFP®) professional. Outside of work, Beth is married to her husband, Todd. She enjoys cooking, tennis, traveling, and spending time with her family.
Krista Viers, Administrative Assistant
Krista joined Keener Financial Planning in August 2016. Prior to joining KFP, Krista was a preschool teacher while taking time to raise her two boys. Krista also has a degree from Harding University and worked as an accountant early in her career. Outside of work, Krista enjoys spending time with her husband, Jason, and their two boys, Grayson and Parker. She loves attending her boys’ many sporting events and “cheering” for their baseball, basketball, and football teams. When she has free time, she also enjoys fitness classes and reading a good book.