Chief Compliance Officer & Wealth Advisor
April has been with Jacobi Capital Management and its predecessor firm since 2001, and has over 20 years of experience in the financial services industry. She met Jacobi’s founder while competing for a client’s business and was asked to join the team after their interaction. April’s passion for helping others has pushed her to elevate the client experience and develop strong client relationships. Simply put, she has an unending desire to help our clients.
April is proactive and highly organized by nature, which provide a foundation for her roles as both Chief Compliance Officer and a Wealth Advisor. Her methodical approach to problem solving helps her to develop and implement processes in a thorough and efficient manner.
Previously April worked as an advisor for a leading, national brokerage firm. April graduated from Dickinson College with a bachelor’s degree in Political Science and Women’s Studies. She serves on the Board of Northeast Sight Services and supports Candy’s Place, along with numerous other local non-profits. In her free time, she enjoys the beach, reading, and spending time with her family. April resides in Plains with her husband Baldino and their son.