Aubrey serves as Client Relations Manager at Flagship Financial Advisors, where she is instrumental in creating a seamless experience for both clients and advisors. With a sharp eye for detail and a proactive approach, Aubrey ensures that clients’ needs are not only met but exceeded, providing support through every phase of the financial planning process. From managing client onboarding and facilitating smooth communications, to ensuring the accuracy of financial documents and coordinating essential resources, she plays a key role in building and maintaining trust-based relationships.
Born in Michigan, Aubrey’s adventurous spirit led her to enlist in the U.S. Army as an Aviation Operations Specialist right after high school. Her journey eventually brought her to Nashville by way of Los Angeles, where she excelled as Chief Operating Officer for an engineering firm while earning her MBA with a concentration in Finance. This rich experience in leadership and finance gives her a strategic perspective, making her a cornerstone of the advisory team.
In her personal life, Aubrey is a devoted mom to three children and two dogs, alongside her partner, Scott. On her days off, you’ll find her enjoying quality time at their serene lake house, cultivating her garden, whipping up delicious meals, or dedicating her efforts to rescuing animals. Aubrey’s warmth and passion for helping others extend beyond her professional life, making her not only a trusted professional but also a kind-hearted advocate for both her clients and her community.