Board of Trustees
With 20 years of experience in financial services, Audrey is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Her extensive experience – throughout major shifts in the markets – enables her to help clients structure balanced portfolios to address their specific financial goals. She began her financial services career as a Financial Advisor with Waddell & Reed. In 1996, she joined Key Investments, where she worked for 1 year before relocating back to Portland, OR and working for the Union Bank of California as a Client Associate. She then moved her financial practice to Wells Fargo Advisors and has served Portland-area investors for 15 years. Audrey earned both a Bachelor of Science and Bachelor of Arts from Oregon State University. In addition to applicable securities registrations, she holds the Accredited Asset Management Specialist (AAMS) designation. Committed to helping her community prosper, she is active with the Community Transitional School tutoring math. Away from the office, she enjoys spending time with her blended family traveling, fishing, cooking and gardening. She and her husband live in Portland two blocks from her childhood home.