Audrey has proudly spent 35 years in the insurance industry, a milestone that reflects both her dedication and her depth of expertise. Over those years she has worked closely with advisors to help deliver exceptional service to their clients. Her knowledge, wisdom, and professional maturity consistently keep her a step ahead, which lets her think and act proactively.
Driven by a passion for doing what is right for advisors and clients alike, Audrey was hand-selected to join TruStone Financial’s High Net Worth team, a role she holds with great pride. She is the operational backbone of that team, working directly with James Deakin, Senior VP of High Net Worth and Insurance Sales, and Michelle Roussin, Head of Tactical Field Underwriting. Audrey makes sure the administrative side of a complex case runs seamlessly between clients, advisors, and insurance carriers. Her experience gives her the foresight to know when to pivot and when to push ahead, so that expectations are met on all sides.
Outside of work, Audrey enjoys time with her husband of 31 years, their three children, and their enormous dog, Mocha, who keeps her active on the hiking trails.
