Audrey plays an integral role in supporting Apex Wealth’s clients and advisory team, helping ensure every step of the planning and service experience is seamless, organized, and personal. Since beginning her career in financial services in 2019, she has developed extensive experience in client relationship management, account operations, compliance, and the behind-the-scenes coordination that helps deliver a high-touch client experience.
At Apex Wealth, Audrey manages new client onboarding, annuity and investment account servicing, and the firm’s day-to-day compliance responsibilities. She also develops and refines internal processes that strengthen operational efficiency while supporting a consistent, high-quality client experience. She takes pride in making complex processes feel simple and ensuring clients feel supported, informed, and confident throughout their retirement journey.
Outside of the office, Audrey enjoys spending time with her family, traveling, skiing, and taking long walks with her dog, Bane.