Meet our Team

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 co-parents 2 rambunctious lab mixes Maya and Tanner.  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 most enjoys brainstorming with clients to come up with tools and strategies that will empower them to meet both their near- and long-term goals.  Rachel is a Certified Financial Planner™ (CFP®) Professional and holds a degree in personal financial planning from Texas Tech University.  Outside of work Rachel and her husband, Adam, are parents to their endlessly entertaining dog, Boomer. Rachel enjoys hiking, horseback riding, and perusing new recipes to try.  Rachel shares more about how she became a financial planner and answers questions you should ask a financial planner on the Interview Rachel page.

 

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 is a Certified Financial Planner™ (CFP®) Professional and holds the Chartered Retirement Planning Counselor™ (CRPC®) designation.  Outside of work, Patty enjoys spending time with her husband Paul and her extended family.  She enjoys walking, reading, and yoga.  Learn more about why Patty became a financial planner on the Interview Patty page.

 

Hannah Szarszewski, Financial Planner

Hannah joined Keener Financial Planning in 2018 after serving at two other financial planning firms in the DFW area. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals and has volunteered as a financial coach with an organization that focuses on financial counseling and improving financial literacy among young adults.  Hannah has a Bachelor’s degree in Personal Financial Planning from Texas Tech University and is a Certified Financial Planner™ (CFP®) Professional.  Outside of work, Hannah enjoys spending time with her husband and beloved dog.  See why Hannah became a financial planner on the Interview Hannah page.

 

Crystal Gonzalez, Financial Planning Associate

Crystal joined Keener Financial Planning February 2014.  Prior to joining KFP, Crystal served in various client service and operations roles with a forex trading firm.  Crystal has a business degree from the University of North Texas and holds the Financial Paraplanner Qualified Professional™ (FPQP™) designation from the College for Financial Planning.    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.

 

Kelli Hinton, Director of Operations

Kelli joined Keener Financial Planning in July 2019. Prior to joining KFP, Kelli worked in the medical field in a free-standing Emergency Room. She attended the University of Oklahoma to pursue a degree in Health/Sports Science. Outside of work, Kelli enjoys spending time with her husband, James, and their daughter, McKenzie. She has a passion for singing and performing with the 5-time International Champion Sweet Adeline Chorus, The Rich-Tone Chorus. She has served as the President and Financial Coordinator for the past 7 years for the Rich-Tone Chorus, which is what led her to make the decision to make a career change to the financial planning field.

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.

 

 

 

Want to join our team?  We have an opening for Certified Financial Planner(TM) professional.