Office: Helena, MT
Toll Free:
Direct Phone: 406.389.8500
Fax: 602.734.5495
April Cardoza
Senior Associate, Private Wealth Client Solutions

April is a Client Service Associate in the firm’s Helena, Montana, office. She supports the team of Ashton Thomas advisors based there and serves the administrative needs of their clients. Previously, April was a Client Service Associate with Wells Fargo Advisors in Helena.

April grew up in San Bernardino, California. After graduating from California State University, San Bernardino, in 2012, she lived in various locations throughout southern California as she built her career experience. April started in the finance services industry as Financial Advisor Trainee with Merrill Lynch. During the training program, she was asked to serve as a Client Service Associate for a team and remained in that role for the next two years. In 2014, she took a support role with Wells Fargo Advisors in Newport Beach, California. After serving a team of advisors for more than six years, she decided to relocate to the Rocky Mountain region. In early 2021, April interviewed with Montana-based Wells Fargo Financial Advisor Scott Knutson for an open Client Service role in his Helena practice and was hired. She served in that position until joining Ashton Thomas in November 2021.

April is very pleased with her decision to relocate to Montana. “I love camping and visiting national parks,” she says, “so I’m right where I want to be!”  She used to volunteer frequently for community causes while working in California and looks forward to finding new opportunities to lend her time and engage with the community in Helena. April is a proud “dog mom” to a pup named Zero.