Audrey Grimes

As our client service manager, Audrey is the liaison between client interactions and our financial advisors. Audrey helps to manage the day to day by setting appointments and helping to facilitate meetings, keeping client records up to date, and relaying important information and documents to our clients and our team of advisors as needed. 

Audrey resides in the PNW and obtained her Bachelors of Science at Portland State University majoring in Environmental Studies. Outside of work, Audrey is a new mom and loves spending her time outdoors, whether it be gardening, hiking and camping, or walking her two dogs.