Audrey joined Navigate Wealth Planning Group in June of 2021 as a Client Service Associate. Audrey is now an integral part of our team, executing pre-meeting preparation, financial planning and post-meeting communications. She supports our advisors and clients alike with her excellent organizational skills and all-around efficiency, keeping schedules on track and documents organized. Whether over the phone or in person, Audrey provides consistently exceptional service to every client she interacts with.
Audrey grew up in Scarborough, Maine, and graduated from Scarborough High School in 2019. She has most recently graduated from the University of Maine in the spring of 2023, where she pursued a B.A. in Economics and minors in Studio Art and Psychology.