Aubrey brings a thoughtful and energetic presence to our team. In her role as Client Service Associate, she supports both clients and advisors with scheduling, account maintenance, onboarding, and service coordination. Her attention to detail and strong organizational skills help keep our office running smoothly.
She has a natural talent for creating a welcoming environment and building trust through clear communication and genuine care.
“I want our clients to feel comfortable reaching out, whether it’s about their accounts or just to share a life update. I genuinely enjoy getting to know them and being someone they can rely on."
Aubrey joined our firm in October 2025 and is excited to grow in her role while building strong relationships with clients and colleagues. Her previous experience in leadership, coaching, and customer service has shaped her proactive approach and commitment to helping others.
Originally from Colfax, California, Aubrey enjoys the balance of small-town life and professional growth. Outside of work, she is a dedicated volleyball coach who finds joy in mentoring young athletes. She also loves spending time outdoors, camping and fishing, or relaxing with a good book and her family.