Our advisors

Our team

Lindsey Caminiti

Lindsey Caminiti

Financial Planning Specialist,

Paraplanner
Ashley Freitag

Ashley Freitag

Operations Manager

Sylvia Ramos

Sylvia Ramos

Operations Manager

Roles & Responsibilities

  • Bachelor's in International Business (B.B.A), Unviversity of Houston
  • Sylvia has worked with Audree for 13 years
  • Sylvia is the Director of Operations for the practice.
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Jade Echazarreta

Jade Echazarreta

Office Manager

Frances Turay-Macauley

Frances Turay-Macauley

Client Service Specialist

Rachel Nolen

Rachel Nolen

Client Service Specialist

Kristal Rios

Kristal Rios

Client Service Specialist

Judy Guariento

Judy Guariento

Client Concierge

Roles & Responsibilities

  • I help clients feel at home when they arrive at our office.
  • I also prepare all client communications, assist with event and marketing coordinating.
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Kim Schmidt

Kim Schmidt

Operations Specialist

Kendall Isola

Kendall Isola

Marketing Specialist,

Administrative Assistant