April Romero’s introduction to the financial services industry was in 2002 through a customer service role at American Funds, one of the nation’s oldest and largest mutual fund providers. After completing rigorous technical education in asset management, April was rapidly promoted to the corporate training department. She was assigned to train associates and managers on technical fundamentals, communication skills, critical thinking, and client service. Her time at American Funds gave her the strong knowledge of investments and the financial industry she brings to her work today.
In 2010, April transitioned to working with Brian LaRoche in his financial planning practice. Her detailed technical knowledge of investments is of great value to the firm and its clients. April is actively involved in researching different investment scenarios and works closely with Brian to create portfolios, proposals and presentations. April also manages the firm’s investment activity to include creating and submitting of all the paperwork, and servicing accounts on behalf of our clients.
At LaRoche Wealth Management, April makes sure that clients are taken care of exceptionally well. She sees clients through the financial planning process, often playing a key role in case preparation to aid their financial decision-making. April also oversees the day-to-day administration of the practice. She is valued for her organizational ability, attention to detail, ‘get it done’ attitude, and a work ethic that goes above and beyond all expectations.
Sincerely considerate about others and highly attuned to delivering a superior level of service, April appreciates the opportunity to make a difference in clients’ lives. Because of her intent focus on customer care, clients regard April as a critical member of their advisory team. “I derive deep personal satisfaction from taking care of people and building meaningful relationships with our clients,” April explains.
April is dedicated to her family, with whom she spends as much time as possible outside of work. When she is not tending to her loved ones, you can find her wandering the aisles of her favorite store, Target.
She resides in Virginia Beach with her husband, Steve, and their two children.