Audrey: The go-to for special projects
Audrey keeps things flowing behind the scenes. Having worked for Mariaca Wealth for over 20 years, she’s a valuable resource for the rest of the team.
Audrey first got interested in the financial industry when she saw how Sergio treated his clients. She saw how, unlike many financial advisors who have minimal contact, Sergio treats his clients like family. With the neutrality of a financial advisor, the thoughtfulness and care of a family member, Sergio’s approach to client care makes Audrey’s work there meaningful.
“Once, when Sergio was out of town, and before we had electronic signatures, I needed to get some paperwork into a client’s hands that day. It didn’t matter that the client didn’t live in the same city. Sergio taught me to do what it takes to take the best care of the clients.”
When not working on a project for the team, Audrey has her hands full as the mother of three young boys. And, whether driving her boys to school in a golf cart, serving on the School Advisory Council, and taking the family and their Goldendoodle, Fiji, boating, she still loves taking care of family.