April Hayden
Associate Director, Wealth Management
April is a CFP® and Associate Director for Choreo, providing clients with financial planning, investment management, and retirement and estate planning.
April’s primary responsibility for Choreo is managing client’s personal objectives, financial goals, portfolio reviews, and estate planning. She works across generations in estate and gift planning, as well as wealth transition planning. April brings extensive experience and understanding of investment management and financial planning to the ultra-high-net worth and high-net-worth individuals and families she serves.
Prior to joining Choreo, April was a wealth manager for BDO Wealth Advisors where she worked with clients to develop holistic financial plans alongside personalized strategies that aligned with their specific short-term and long-term goals. She established asset allocations, implemented and monitored portfolios, while keeping the clients’ financial and retirement goals at the forefront.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Financial Planner™ (CFP®)
EDUCATION
- M.A., University of Arizona
- B.A., South Dakota State University
