April Davidson<br><br>

April Davidson

Financial Services
Coordinator

Business Mission

  • To greet you at the door, on the phone, and in emails with the highest level of professionalism and service expectations
  • To provide unrivaled customer service follow-through, always wearing a smile on my face and in my voice
  • To create and execute client education and appreciation events that sparkle and spark joy
  • To provide strategies to deal with the foibles of Mary, Doug and Peak's Alliances and Service Partners
  • To serve as an enthusiastic and thoughtful member of our entire team
  • To maintain efficient and effective records management in compliance with current standards for security and confidentiality

Business Experience

  • Entire adult life (pre-Peak) as an insurance office operations guru, client relationship aficionado, account research and resolution perfectionist, and technology geek with Prudential Financial
  • Joined Ryan, Gunsauls & O’Donnell Wealth Management/RGO Financial Advisors in 2013, helped facilitate the merger with I.M. Wealth Care in 2013, and later reforming  Peak Wealth Strategies with Mary and Doug in 2016

Credentials and Education

  • Award-winning client service recognized nationwide in 2019 for the impact April made to our firm among hundreds of our affiliated firms!
  • Fellow, Life Management Institute (LOMA)
  • Associate, Customer Service (LOMA)
  • Associate, Insurance Agency Administration (LOMA)
  • Life and health insurance licenses
  • Attended Temple University, Philadelphia, Pennsylvania

Professional Memberships

  • Book club
  • All-day crafting club
  • Homeowner association all-purpose volunteer

Fun Facts

  • Loves to try new recipes regularly
  • Pickleball – yes, of course!
  • Adopted a Chilean Flamingo from the Denver Zoo
Phone 303-758-7899
Fax 303-758-0372