Director of Client Services
With more than 15 years of client service experience, April helps ensure that our clients’ administrative, trading and operational needs are handled accurately and efficiently. She oversees the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, answering questions regarding statements and handling asset movement requests. By utilizing her Bachelor’s Degree in Business Administration, as well as Series 7 and 63 licenses, April adeptly works to resolve even the most complicated issues.
Away from the office, April enjoys spending time with her husband, Clifton, 8 year old son, Ethan, and beloved family dogs, Georgia & Bolt. April loves being with her friends, spending time in their local community. Her favorite time of year is a tie between spring and fall, but most of all she loves Christmastime with her family. Cooking and entertaining are some of April’s favorite hobbies.