Audrey plays a central role in the client experience and day-to-day operations at Apex Wealth. Since beginning her career in financial services in 2019, she has built extensive experience in client relationship management, account operations, annuity and investment servicing, compliance, and the coordination required to move complex client cases from planning through implementation.
As Client Relationship Manager, Audrey oversees the client onboarding and implementation process, coordinating account openings, transfers, annuity applications, investment account servicing, distributions, and ongoing client requests. She works closely with Apex Wealth’s advisors, clients, custodians, insurance carriers, and other partners to keep each case organized, moving forward, and communicated clearly from start to finish.
Beyond client service, Audrey plays an important role in the firm’s operations. She develops and refines internal processes, coordinates workflows across the team, supports compliance responsibilities, and helps create the systems that allow Apex Wealth to deliver a consistent, high-touch experience as the firm grows. Known for her attention to detail and hands-on approach, Audrey takes pride in anticipating what needs to happen next, solving problems behind the scenes, and making complex financial processes feel simple and approachable for clients.
Outside of the office, Audrey enjoys spending time with her family, traveling, skiing, and taking long walks with her German Shepherd, Bane.