Broker Check

Our Team

Our Team

Richard O. Kilmer, CPA, CFP®

Co-President

(512) 329-6100

(512) 894-2339

[email protected]

Rick graduated from Pan American University with a BBA in Accounting in 1973 and began his career as an auditor for Coopers & Lybrand in Houston, Texas. He received his Certified Public Accountant certification in 1976. Rick started in...

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Ann Kilmer

Co-President

(210) 732-1931

(210) 734-2235

[email protected]

Ann Kilmer is a retirement specialist with a focus on AT&T retirees. Ann began hosting educational retirement workshops in 1999 and has helped hundreds of people through the process of retiring. Ann also worked for AT&T for almost 10...

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Christopher M. Kilmer

Vice President

(512) 329-6100

(512) 894-2339

[email protected]

Chris assists with financial planning, market analysis and portfolio design. Chris graduated from Texas A&M University with a BA in Finance and from the George Bush School of Government and Public Service with a specialization in...

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Norma Smith

Executive Associate

(512) 329-6100

(512) 894-2339

[email protected]

Norma manages the business office and provides account services to each client. Norma graduated Cum Laude from Arizona State University with a BS in Finance and has worked for Kilmer & Company since 1999.

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Katie Breiner

Executive Associate

(512) 329-6100

(512) 894-2339

[email protected]

Katie helps manage the business office and provides account services to each client. Katie joined Kilmer & Company in 2017 and has over 14 years of experience in the financial services industry.

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Stephanie R. Casas

Operations Coordinator

(210) 732-1931

(210) 734-2235

[email protected]

Stephanie is an experienced Operations Coordinator with a demonstrated history working in the financial services industry. She study at San Antonio College with a General Study focused in Psychology. After entering the financial...
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Angela Wolford

Office Manager

Sandra Ortega

Receptionist