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April Rome

April Rome

Director of Operations

April brings over twenty years of experience in wealth management operations with extensive knowledge of trust and investment accounts. She currently holds the FINRA SIE and Series 6 (Investment Company and Variable Contracts). Her focus is on creating efficiencies and improving the client experience as well as developing operational procedures and implementing new technologies. April graduated from the University of Memphis with a degree in Business Administration and lives in Brentwood, TN.

Fun Facts about April:

  1. She is married with 3 girls (almost triplets)
  2. Top travel destinations are Maine and Colorado
  3. Wants to learn to garden (currently a plant killer)
  4. Favorite hobbies are cooking, hot yoga and trail running
  5. Has two dogs named Farm Boy and Buttercup