Director of Financial Planning
Senior Financial Advisor
As managing partner for financial planning, Keith leads, guides and coordinates the firm’s financial planning, consulting and strategic investing activities. Keith is a Certified Retirement Counselor®. He has passed his Series 7 (Securities) and Series 66 (Investment Advisor) securities industry licenses as well as a variety of state insurance licenses.
Keith is also a former NCAA Division 1 men’s soccer student athlete at the University of South Alabama and finished at the University of Memphis, where earned his B.B.A. in finance and his MBA and ultimately served on the faculty as an adjunct professor. He joined Kelman-Lazarov in 2008 and became a partner in 2019.
Keith, a proud alumnus of Christian Brothers High School (CBHS), sponsors competitive soccer team for inner-city kids as well as supports Make-A-Wish of the Mid-South, Youth Villages and St. Jude Children’s Research Hospital, among other organizations with programs to nurture and develop our community’s young people.
He and his wife, Emma DiCesare, have two sons. When he is not on the job, Keith is a soccer enthusiast, a golf fanatic and a devoted dad who enjoys playing and fishing with his boys.Contact Keith