Team profile

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Community participation

Audree actively participates in the fund-raising efforts of the Leukemia & Lymphoma Society, locally and nationally, and she serve on the Committee for the annual Houston Livestock Show & Rodeo, one of the largest youth scholarship programs in the world.

  • Houston Food Bank
  • Toys for Tots
  • Leukemia & Lymphoma Society
  • American Cancer Society
  • Military Moms and Wives of Brazoria County