A nurturing force at OWLFI, Aubrey pivots between tasks with the precision and organization of an engineer. Her role is a hybrid of leadership, problem-solving, and hands-on execution. Her organizational skills have been a key factor in OWLFI’s growth.

With a strong background in insurance underwriting and annuities she is highly proficient in client onboarding, policy servicing, and trust implementation. Her deep understanding of financial planning allows her to assist clients in securing their futures with confidence. She continually expands her knowledge, particularly in strategies for high-net-worth individuals and B2B financial planning.

She is known for her unwavering commitment to clients and her ability to create a welcoming, supportive environment. Affectionately called the "OWLFI mom," she ensures clients feel valued and understood as they transition into retirement, guiding them through financial strategies with warmth, professionalism, and expertise.