At the core of my professional journey is a strong commitment to understanding client needs and translating those insights into thoughtful, actionable strategies. I bring a relationship-driven approach to my work, focusing on delivering customized solutions that align with each client’s priorities in an increasingly complex global environment. In every interaction, I strive to uphold the highest standards of integrity and innovation, with the goal of creating meaningful, sustainable outcomes that support my clients’ long-term financial objectives.
Prior to joining Thoroughbred Advisors, I spent nearly 15 years in Asia as an entrepreneur, building and operating multiple businesses. Among them was a real estate agency dedicated to helping English-speaking expatriates secure quality housing. I founded this business after recognizing the significant language and cultural barriers many expats faced when navigating local real estate markets. Providing clarity, advocacy, and an elevated client experience in that setting was both deeply rewarding and formative to my professional approach.
Earlier in my career, I spent more than a decade in the financial services industry with organizations such as American Express and Citibank. In these roles, I developed and executed high-impact strategies for individuals, small businesses, and large corporate clients—delivering solutions designed to enhance financial clarity, control, and confidence. Drawing on this diverse background, I am excited to continue helping clients at Thoroughbred Advisors achieve their goals and aspirations through personalized, well-informed financial strategies tailored to their unique needs.
Ready to Connect?
Please reach out to me to schedule a session so we can create a solution that is customized to your specific situation that will enable you to achieve the financial stability and well-being you deserve!
Audrey is insurance licensed in NY, NJ, MA, VA, MD, MI, AZ, IN, IL,CA, TX and WA.
CA Insurance lic. #4522408
Policies and contracts are only available in English. Due to linguistic differences, statements contained in this advertisement do not necessarily reflect the contents of the English language policy.
