Associate Financial Advisor
As a financial advisor and member of the financial planning team, April works closely with clients to create customized financial plans and develop appropriate wealth-building strategies. Then she executes those plans and monitors performance over time to help ensure clients achieve their goals.
When April joined Kelman-Lazarov in 2016 she brought with her broad experience in the financial services industry, including stints in community banking and with First Tennessee. She received her BBA degree in Finance from the University of Memphis. She has passed the Series 7 (Securities), Series 63 (state law & regulations) and Series 65 (Investment Advisor) securities industry exams and acquired state insurance licenses. Prompted by her passion for continuous learning, personal growth and desire to better serve our clients she is currently working towards acquiring the distinguished CFP designation.
April and her husband, Zach, a tenured teacher at Munford Elementary, have a son and a daughter. As a proud alumna of Munford High School and its music programs, April and her family support the Munford High School marching band as well as K-Love radio, St. Jude Children’s Research Hospital and Facing History and Ourselves.
Together, the family enjoys beach trips, outdoor adventures and entertaining friends and family at their home while rooting on the Memphis Tigers, the Memphis Grizzlies and the Dallas Cowboys.Contact April