April Punch, CFP®, QPFC

Senior Financial Planner

Fort Wright, Kentucky

April Punch is passionate about helping individuals and families understand ways towards achieving their financial goals. She enjoys creating customized financial plans and guiding clients through the financial planning process to uncover meaningful solutions.
April brings a depth of experience in financial planning, tax and estate planning, investment management and qualified retirement plan administration. Prior to her current role, she worked at Baird, where she developed and presented comprehensive financial plans using a goals-based approach and supported clients with cash flow, tax and estate strategies.
April holds dual degrees from the University of Kentucky—a Bachelor of Business Administration in Marketing and a Bachelor of Science in Merchandising, Apparel and Textiles. She also earned her Certificate in Financial Planning from Northwestern University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the QPFC (Qualified Plan Financial Consultant) designation, as well as the Series 7, 66 and SIE licenses.
Outside of work, April enjoys spending time with her husband and two children. She’s an avid reader, passionate indoor cyclist and appreciates a good glass of wine.