Audra brings 30 years of experience to the Everest Capital Private Wealth Management Group of Wells Fargo Advisors. She began her career in the financial services industry in 1994 and subsequently joined the team in 1997. Committed to building long lasting relationships and providing superior service, Audra is a key point of contact for clients. She is a resourceful problem-solver, working to deliver exceptional customized support for the unique financial needs of each client. Audra manages the team’s support staff, supervising operational administrative and client-based services. She also manages the block trading process for clients and holds the Series 7 and 63 FINRA registrations, as well as the CA Life & Health Insurance license. Audra and her husband, Kyle, live in Simi Valley, California, with their two children, Lauren and Trevor. They enjoy traveling, outdoor activities, and watching their children play for their lacrosse teams.
CA Insurance License Number: 0F02554. Resident State CA
Everest Capital Private Wealth Management Group was recognized on the 2023 Forbes Top Wealth Management Team High-Net-Worth List.
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
