Compliance Officer Wealth Advisor

Audrey has over 25 years of industry experience. She has worked in various capacities during those years including working as the sole financial advisor and Branch manager with the parent company of Oregon Pacific Wealth Management since 2004.  Audrey acquired her FINRA registration in 2002 and attained her securities principal license in 2009 when she also began her tenure as Branch manager of Oregon Pacific Financial Services.  In that role she helped families manage their wealth and plan for their future financial well-being.  Audrey joined Oregon Pacific Wealth Management in 2017 taking on the role of Compliance Officer while maintaining her role as financial advisor providing support to her clients with their best interest in mind.  She has completed numerous educational courses pertaining to her profession, and in her current role has recently retired her FINRA Series 7 and 24, and devoted much of  her time to attaining the Investment Adviser Certified Compliance Professional® designation which was achieved in March of 2023.   She enjoys travel, gardening, swimming, and all things culinary.