The human side of wealth management.

You know where you want to go.
We can help you find your way.

It’s not just about money. It’s how you live. What brings you joy. The lives you touch. Your dreams, your choices, your vision of what you want your future to be. And how the right path can take you there.

Learn More About Kelman Lazarov

Chris Purcell, Financial Advisor

For Chris Purcell, financial and retirement planning is a family tradition passed along from his father. Chris came to Kelman-Lazarov because of its client-first focus. “I have a lot of pride knowing I’ve helped put our clients in positions to accomplish their goals,” he said. And when you see clients, their children and now grandchildren, three generations of clients in some families, you share tremendous feelings of satisfaction in understanding you have help them build wealth across generations.
Meet The Team