April Gerken

Registered Sales Assistant

April joined Gerardi Wealth Management in 2021, bringing over a decade of experience to her new position as LPL Registered Sales Assistant. 

In 2003, April graduated from Wright State University with a Bachelor of Science in Accountancy and Finance degree.  

In her previous position with LPL as Client Service Coordinator, April truly determined her passion to help individuals pursue their financial goals. She will be working closely with Lisa on client portfolio reviews and reporting, as well as new client presentations.  She is committed to exceeding client expectations and providing personalized top-notch customer service.

April and her husband Ryan were married in 2005 and have planted roots in Liberty Township, where they are raising their four children.  April loves spending time at the beach, pursuing her fitness goals, watching her kids play lacrosse, and - when time allows - reading a good book.  

 

- Series 7 (held by LPL Financial)

-Series 66 (held by LPL Financial)

-Ohio Life and Health Insurance license (held by LPL Financial)

-Notary of the State of Ohio

Phone 513-772-2592, ext 3
Fax Please call first 513-445-8554