Income Analysis for Retirement Planning
Pot Theory Approach to Investments
Tax and Estate Planning
About the Financial Advisor
Audrey’s goal is to help clients gain confidence in their financial decisions and feel comfortable approaching life transitions such as home purchase planning, career changes, college funding, retirement planning, and legacy preparation. She is the first to adopt new technologies and loves solving problems.
Audrey focuses on serving families in Minneapolis, MN.
She serves her clients by helping guide families to make financial decisions. At every turn, her team asks, “what would we do if we were the client, knowing everything we know.”
Education and Designations
- University of Minnesota, Bachelor’s Degree, Accounting and Finance
Audrey enjoys walking her dog by the river and exploring breweries and coffee shops. She frequents Target Field and loves downtown living.