Stephanie Goetsch

CFP® Associate Financial Advisor

Stephanie supports our clients as an Associate Financial Advisor and member of the financial planning team. Ask her what she enjoys about working at Kelman Lazarov and she’ll tell you it’s our welcoming environment that thrives on collaboration and the sharing of ideas. It’s what helps her create plans for the clients we serve and strengthen our relationships with them.

Before joining our team, Stephanie attended school at Furman University where she graduated with her Bachelor of Arts in Communication Studies. She then gained valuable wealth management experience at Merrill Lynch and Raymond James where she offered tailored advice and helped develop personalized financial plans based on individual goals.

Stephanie has also worked closely with the American Cancer Society and the Bright Pink Foundation as an advocate for breast cancer education and awareness. Currently engaged to her fiancé, Trevor, you can find them walking around downtown with their dog Chandler and exploring the Memphis restaurant scene.

Contact Stephanie