ABOUT ME
Today I’m a fee-only, Series 65 fiduciary. That means my job is to put you first, explain your plan in plain English, and keep it simple enough to run at the kitchen table. If you’re juggling careers, kids, parents, or a business, I’m here to turn money stress into an easy, step-by-step plan.
I am Audree Bobinger
From an early age, my passion for business was ignited by my entrepreneurial parents' resilience and success. After serving proudly in the US Navy as a Naval Aircrewman (Acoustic Operator), I pursued a Bachelor's degree in Business Management with a minor in Entrepreneurship, all while raising a family. Alongside my degree, I've obtained valuable certifications, including my Life Insurance Professional License and Series 65 Investment Advisor License. I am currently in pursuit of my Masters in Financial Planning to earn the designation as a Certified Financial Planner (CFP).
Through my career in Financial Planning and Advisory, I've found my calling, in helping to bridge the gap in financial literacy. With so much financial uncertainty in the world, my goal is to make understanding your finances and your business simple. With my proven track record of leading successful teams, I'm dedicated to empowering women, families, and business owners to seize opportunities to enrich their lives.
I want to be your trusted Investment Advisor, helping you conquer financial literacy and reach new heights of financial enlightenment, together.
Holistic Financial Planning
“Your financial life isn’t one-size-fits-all—so your plan shouldn’t be either.” Audree provides comprehensive, values-based planning that aligns your goals, lifestyle, and future into one clear roadmap—covering everything from budgeting and investing to estate and tax strategy.
Military Family Support
“Serving those who serve.” As someone with deep respect for military families, Audree offers tailored financial guidance to help service members, veterans, and their spouses navigate benefits, transitions, and long-term financial security.
Retiree Assistance
“Retirement isn’t the end of the journey—it’s the reward.” Audree helps retirees and pre-retirees structure their income, protect their assets, and feel confident about the road ahead through custom retirement strategies built around your unique vision.
Confidential Consultations
“Your trust is my priority.” Whether you’re facing a major decision or just need a second opinion, Audree offers private, judgment-free financial guidance with a strict commitment to confidentiality and fiduciary ethics.
My Qualifications
Investment Advisor Representative • Series 65 Licensed • Life and Health Insurance License • Leadership Development • Business Consulting • Financial Consulting • Financial Planning • Insurance • Retirement Planning • Life Insurance • Small Business Insurance • Small Business Tax
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