Audrey plays a vital role in supporting Apex Wealth’s clients and advisory team, ensuring every detail of the planning and service process runs seamlessly. Since joining the financial services industry in 2019, she has developed a deep understanding of client relationship management, operations, and the coordination required to deliver a high-touch client experience.
At Apex Wealth, Audrey oversees new client onboarding, annuity and investment account servicing, and the development of internal workflows that streamline operations and enhance efficiency. Audrey is passionate about helping clients feel confident and informed throughout their retirement journey. Outside of work, she enjoys spending time with her family, traveling, skiing, and taking long walks with her dog, Bane.