Audrey joined CIC in 2023 as a CERTIFIED FINANCIAL PLANNER™ and works with clients of the firm to connect their resources to a purpose, efficiently and with intent. Through the planning process, she addresses matters related to retirement, taxes and estate planning.
She attended the University of Wisconsin-Madison, where she was in the first cohort of students to go through the Wisconsin School of Business's CFP Board-registered education program. She started her career with Baird on their Financial Planning team at the headquarters in Milwaukee, WI. During that time, she earned her Series 7 and 66 licenses and completed a Master of Science in Taxation (MST) program. At the end of 2021, Audrey helped a former classmate launch an independent RIA firm, developing key workflows and processes, while meeting with high net worth clients and their external professionals.
When she isn't working on financial plans, you can find Audrey running, walking or roller blading with her blue heeler mix, Daisy. She also enjoys hot yoga, live music and listening to podcasts.