April Punch

April Punch, CFP®, QPFC, serves as a Senior Financial Planner at EP Wealth Advisors, providing personalized financial planning to help individuals and families achieve financial clarity and confidence. With a career spanning over a decade, April has developed expertise in comprehensive financial plans, investment management, tax and estate planning, and risk management. Prior experience includes roles as a Financial Planner at Baird, where April offered strategic financial and estate planning services, and earlier positions at IGS and Morgan Stanley, focusing on client relationship management and energy product sales. April holds a Bachelor of Science degree in General Sales, Merchandising and Related Marketing Operations from the University of Kentucky.