Aprill Ergas Shepherd

The Sapphire Group, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $100,000

Title: Owner

Offering advice since: 2001

Areas of focus:

  • Annuities
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Aprill Ergas Shepherd:

We provide comprehensive financial planning services and offer risk management (insurance) and investment services as well.

Compensation and Fee Structures:

fee based and/or transaction based

Licenses, Certifications & Affiliations:

Certified Financial Planner practitioner


Bachelor of Science in International Affairs, Georgia Institute of Technology

Master of Business Administration, Michigan State University

Will provide references upon request?


Contact Information for Aprill Ergas Shepherd

Phone: 859-629-6103
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Address for Aprill Ergas Shepherd:
710 East Main Street
Lexington, KY, 40502

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