As a member of the transactions team, Audrey’s focus is on assisting advisors and firms as they join forces with Buckingham, providing guidance and support along the way. Specifically in her role as a transaction specialist, she helps advisors establish and maintain succession solutions, as well as assists with due diligence and integration efforts when likeminded firms join Buckingham.
In her day-to-day work, Audrey enjoys working to fully understand and, when possible, improve upon existing business processes. She finds it particularly rewarding to help transaction and succession partners find solutions that give them peace of mind for the future. Prior to joining the transactions team, Audrey worked in the firm’s Data Operations department, giving her expanded knowledge of the firm that helps her better assist transaction partners.
Audrey is currently pursuing an MBA at Southern Illinois University Edwardsville. She attended Oregon State University and received a Bachelor of Science in biology with minors in Spanish and chemistry.
After college, Audrey spent two years volunteering with City Year Los Angeles, tutoring at-risk youth and engaging the community in projects aimed at beautifying the area. Today, she and her husband live in Illinois and have become licensed foster parents.