Aubrey graduated with a Bachelor of Science degree in Accounting from Miami University of Ohio in 1996. She has worked in the financial services industry for over 20 years and is known and respected for strong relationships with clients built on trust and integrity. Aubrey is a CERTIFIED FINANCIAL PLANNER™ professional and completes periodic continuing education in various disciplines related to the financial planning process. Her specialized knowledge of insurance enhances the range of services we offer to our clients. Aubrey’s people skills endear her to our clients, and her ability to simplify the financial planning process makes their experience a pleasant one.