Audrey enjoys using her knowledge and experience in the financial services industry to help clients achieve their financial and retirement planning goals. Prior to becoming an advisor with Raymond James, Audrey was the Director of Financial Planning and a financial advisor with Masland & Barrick Advisory, Inc., where she managed clients’ investment portfolios and worked on comprehensive financial plans. She is a graduate of Messiah College, where she earned a bachelor’s degree in Business Administration with a concentration in Finance. Audrey obtained the Certified Financial Planner® designation in 2012 and is also a Leadership Harrisburg Area Community Leadership Series graduate. She holds her Series 7, 63, 65 and Life & Long Term Care Insurance licenses.
Outside of the office, Audrey is actively involved in her church and also serves on the Board for the Financial Planning Association of Central PA and the Eder Financial Board of Directors (formerly the Brethren Benefit Trust) in Elgin, Illinois. Her hobbies include camping, gardening, traveling and spending time with family and friends.
Originally from Manheim, Pennsylvania, she resides in Elizabethtown.
Raymond James is not affiliated with and does not endorse the opinions or services of above mentioned organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.