Audrey joined TGS Financial Advisors in 2010. As a member of the Planning Team, she has focused on developing tools that best communicate planning strategies and allow clients to quickly gain insight into their financial progress. Audrey holds the CFP® designation and is a member of the Financial Planning Association.
Audrey particularly enjoys helping people identify and refine their goals as the first step in creating custom strategies for their important life transitions, whether that is welcoming a new family member, changing a career path, or organizing a legacy for future generations. Born and raised in Lyon, France, Audrey moved to Philadelphia in 2009 to complete her Bachelor of Business Administration in finance at the Fox School of Business at Temple University. As a senior, she won the Investment Traders Association of Philadelphia Student Award in 2010.
Audrey lives in Philadelphia with her husband Arnaud, Sales Manager at La Colombe Torrefaction, and their two dogs. They enjoy travelling and discovering new cultures. Their favorite memories almost always include eating good food with good people.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.