Our advisors

Our team

Lindsey Caminiti

Lindsey Caminiti

Financial Planning Specialist,

Paraplanner
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

Jennifer Ulin

Jennifer Ulin

Operations Specialist

Roles & Responsibilities

  • I help Audree and Cecilia review your portfolio on a regular basis.
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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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Rachel Nolen

Rachel Nolen

Client Service Specialist

Nada Chadwick

Nada Chadwick

Administrative Assistant

Kim Schmidt

Kim Schmidt

Operations Specialist

Ashley Freitag

Ashley Freitag

Operations Manager

Kristal Rios

Kristal Rios

Client Service Specialist

Kendall Isola

Kendall Isola

Intern

Abbie Williams

Abbie Williams

Intern