Audrey Petrash

CFP Digital Certificate
 

Audrey is a Financial Advisor serving a dual role, assisting in both wealth management and tax planning/preparation. With over 10 years’ experience she prepares financial plans, reviews income tax returns and assists in investment analysis and implementation She is also responsible for the quarterly reporting and compliance upkeep for the firm.

She received her B.S. in Personal Financial Planning from Texas Tech University in 2013.