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April Breheim

Founder, Financial Advisor

April Breheim
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Founder, Financial Advisor

April Breheim

Series 7, 63 & 65

April Breheim is an experienced Financial Advisor who works with families and businesses to understand their financial goals and to offer specialized guidance. With over 20 years’ experience in the insurance and financial services industry she has established a strong foundation for her work as a Financial Advisor.

From college planning, to building a family, to retirement and everything in between, April services clients to work toward their goals. She believes that everyone’s economic and life situation is unique, and she keeps that in mind when providing financial advice. She feels that personalized service is essential when matching clients with the right financial product.

As a Financial Advisor, she is dedicated to learning about her client’s personal goals and objectives. Together with her clients she works to build a financial strategy that is focused on their specific needs. Once the client’s custom-tailored financial plan is in place, she will work with them to review achievements against their objectives to ensure they are comfortable as they move forward and experience changes in their life.

April is effectively supported by a team of administration, group benefits and investment product professionals whose teamwork and professionalism help her build long-term relationships with her clients.

April holds her Series 7, 63 and 65 life, accident, and health insurance licenses. April is married with two children. She lives on a small hobby farm and enjoys spending her free time outdoors with family and friends. She is a proud contributor to her local community.

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