April Swick

Title: Senior Paraplanner

Credentials: Over 10 years in the financial services industry.

Favorite Movie or TV Show: Remember the Titans and Blind Side

Favorite Game: iMAgiNiff and Say Anything

My Role: I research and prepare the agenda details for our advisors to ensure that our client appointments are focused on each family’s specific financial vision and goals. Following our appointments, I am responsible for implementing the advisor and client agreed upon ‘next step’ actions. As the client’s point-of-contact, I assist with their service requests and help answer their questions.

Best Part of My Job: The best part of my job is the relationships I’ve built with our clients. When we get together for an annual review, attend a Thirdly client dinner, or run into each other out in our communities it’s like being with family. When I am assisting a client it is truly a pleasure to be of service.

Hobbies & Interests: Gardening, hiking, tennis, card making, painting, and all kinds of crafts and creations.

Volunteer & Philanthropy: I am an active member of the Community Reformed Church, a CRC community garden co-organize; Lafayette Community Garden Network group member; Elementary backpack program member, and I am involved with Elks Community service projects.

April Swick

Title: Senior Paraplanner

Credentials: Over 10 years in the financial services industry.

Favorite Movie or TV Show: Remember the Titans and Blind Side

Favorite Game: iMAgiNiff and Say Anything

My Role: I research and prepare the agenda details for our advisors to ensure that our client appointments are focused on each family’s specific financial vision and goals. Following our appointments, I am responsible for implementing the advisor and client agreed upon ‘next step’ actions. As the client’s point-of-contact, I assist with their service requests and help answer their questions.

Best Part of My Job: The best part of my job is the relationships I’ve built with our clients. When we get together for an annual review, attend a Thirdly client dinner, or run into each other out in our communities it’s like being with family. When I am assisting a client it is truly a pleasure to be of service.

Hobbies & Interests: Gardening, hiking, tennis, card making, painting, and all kinds of crafts and creations.

Volunteer & Philanthropy: I am an active member of the Community Reformed Church, a CRC community garden co-organize; Lafayette Community Garden Network group member; Elementary backpack program member, and I am involved with Elks Community service projects.