Women & Wealth

As a Financial Advisor, April has a deeply rooted belief that her clients need to understand how their present financial circumstances will affect their financial future. She is dedicated to teaching the principles necessary for developing a successful plan and then seeing that plan through to the finish. April sets her clients at ease very quickly with her comfortable approach and conversational style.

Registration & Qualification Exams:
FINRA Series 7 (General Securities Representative)
NASAA Series 63 (Uniform Securities Agent State Law Exam)
FINRA Series 26 (Investment Company and Variable Contracts Products Principal Exam)
NASAA Series 66 (Uniform Combined State Law Exam)
Life, Health and Annuities licensed