April has provided invaluable assistance to clients since 1997. Her administrative expertise allows her financial advisor, Ike Poplin- Managing Director, Owner, to spend his time focused on critical financial events in the lives of their clients, investment planning and portfolio management.
April is the primary point of contact for their clients. They bring all their questions, concerns or needs to her. Often times, she will be able to serve them personally and collaborate with their CPAs, tax attorneys and other professionals.
April shares with Ike an appreciation for the incredible trust their clients put in them and a dedication to serving them well. Her cheerfulness and genuine desire to be helpful is held in high esteem by their clients.
Since 2003, April has held her Series 7 registration and SC life insurance license. She earned her bachelor’s degree in Accounting and Business Administration at Furman University.
South Carolina Insurance License 8144568.
April is a Greenville native. Away from the office, she spends her free time with her husband Kent, a marketing communications manager. They enjoy biking, snow skiing and water skiing. April volunteers at Meals on Wheels in Greenville.
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