I'm April.

As your Client Coordinator, April plays a vital role in ensuring your client experience is seamless and positive. From scheduling appointments to assisting with day-to-day client needs, she's dedicated to making every interaction smooth and efficient. With her organizational expertise and friendly approach, April helps keep our team running smoothly while ensuring every client feels supported and valued.

April completed a bachelor's degree in Personal Finance – Financial Planning with a certificate in entrepreneurship at the University of Wisconsin – Madison. She joined Summit Financial Advisors in 2026.

Throughout her time in college, she developed a passion for providing educational and approachable financial advice. She noticed how many people around her felt intimidated by navigating their finances, which inspired her to want to create a supportive and empowering experience for others. Helping people work toward financial freedom and achieve meaningful life goals is deeply fulfilling to her.

When April is not at work, she enjoys spending time outdoors. Some of her favorite activities include hiking, rollerblading, or hammocking. She also loves seeking out new experiences such as exploring different dance styles, trying unique foods, rock-climbing, or experimenting with pottery. Above all, she cherishes any time she can spend with her husband, friends, and family.