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April Lodatto

Client Experience & Operations

April Lodatto

Client Service Associate

LocationShreveport, Louisiana
Experience26 years

About April

In my day-to-day work, I take pride in working directly with each client and providing the personalized service they deserve. I'm committed to exceeding expectations and creating a positive experience at every interaction. Beyond client service, I'm actively involved in the firm's marketing and technology initiatives.

I bring 26 years of experience in the financial services industry, and I'm passionate about delivering exceptional client service. I try to make every client feel valued, supported, and confident in their experience with the firm.

I live in North Bossier with my husband, Tony, and our three children. Outside of work, you can usually find me on the softball field cheering on my girls.

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