Get to Know April at Work
What do you love about your job?
When I graduated from college my passion was to help client’s reach their financial goals and I am grateful to do what I love. There is nothing more rewarding than helping clients with financial stewardship of their life. Helping them coordinate all of the details to implement and maintain a comprehensive investment and financial plan. It’s one thing to have a plan. But, it loses its power and meaning if it’s not put into action. I have spent my entire career focused on helping executives and family office client’s do exactly that– implement and monitor closely the details to keep their planning and hard work in action.
Why did you choose a career at WGCA?
I have the opportunity to do what I love on a global scale. My strong background in fee-only wealth management operations brings a depth of knowledge and experience to our leadership team, as we strive to provide world class service to our clients.
April Outside the Office
What is one thing people are often surprised to learn about you?
I grew up riding on the back of my father’s Harley Davidson motorcycle. My first ride started as young as 2. Also, my passion for all types of music, appreciation for artwork, and old architecture.
What do you do for fun?
I am a busy single mom and spend much of my time supporting my daughter’s passions -dance, music and fitness. When I am not supporting her passions, I can be found working out, trying new restaurants, or exploring the Virginia wine country and sampling fine red wines with close friends.
What is your favorite vacation spot and why?
Anna Maria Island. I go every year with my family. It is a chance for to visit and recharge my batteries. I love the bright blue water and white sands When I am not at the beach and having outdoor fun on the water, I am travelling to explore new landmarks throughout the US.
What is your favorite book?
The Purpose Driven Life. You must always start with the end in mind to be successful. Every day is a chance for us to live our best life and do it with great intention.
- Trust and Estate Administration
- Performance Reporting Oversight
- Account Opening and Servicing Oversight
- Cashiering/Asset Transfers Oversight
- Develop and implement back office operational efficiency
- Client Information Management and Oversight
- Georgetown University, Exec Certificate in Financial Planning
- George Mason University, B.S. in Finance