ABOUT

Audrey Wehr Jones, CFP^®
President of Financial Life Designs LLC

Audrey began her financial career in 1994. She soon realized her clients' financial situations demanded a deeper and more comprehensive understanding and began her studies to become a CERTIFIED FINANCIAL PLANNER^® professional, earning her CFP® designation in 1999. In March 2010 she founded her independent firm, Financial Life Designs. Already a comprehensive and fee-only planner she joined the NAPFA (National association of Personal Financial Advisors) in July 2012. Audrey served on the South Region Board from 2015 to 2017. She has been featured in a Wall Street Journal blog and was a guest advisor on “Your Money” Sirius XM satellite radio program. Audrey also enjoyed helping future planners by serving as an Adjunct Faculty Lecturer for California Lutheran University.

Audrey has been and still is active in a number of professional and charitable organizations in Central Florida. She helps veterans working with the Building Homes for Heroes Organization. From 2012-2015 she volunteered on the Committee for Education for the CFP Board. Audrey participates in the Casselberry Chamber of Commerce where she won the 2014 President's award and has volunteered her talents in chairing the Silent Auction. She is a member of the St. Luke's Lutheran Church in Oviedo, when possibile, entertains the residents of Luther Haven retirement center, and sat on the Board of Trustees of the Church and School Foundation. In her spare time, she enjoys pickleball, camping and spending time with her husband Bob, children and grandchildren.

Tyler Jones
Investment Advisor Representative
Financial Engineer

[email protected]
407.803.3979

Tyler graduated from UCF's College of Engineering with an Industrial Engineering degree. He worked as both project manager and project engineer in the construction industry where he learned how to communicate efficiently, explain clearly, and focus forward to prevent problems. Tyler is always looking to develop innovative products and currently has one patent under his belt. Prior to joining Financial Life Designs as Financial Engineer in July 2023, Tyler worked part time for the firm between 2018 and 2021, where his engineering background, innovative and critical thinking proved to be valuable assets.

When he is not busy helping the clients of Financial Life Designs, Tyler enjoys fishing, classic cars and creating new things with his 3D printer.

Linda A. Whitener
Financial Paraplanner Qualified Professional^TM

[email protected]
386.968.1910

Linda has been working in financial services for over 30 years and has handled all phases of back-office support for various fee-based and fee-only firms, both SEC and State registered. In 2016 Linda started her own practice as a Virtual Assistant, serving Registered Investment Advisory firms in the capacity of Paraplanner and assistant. She serves as a valued member of Financial Life Designs and works closely with clients and custodians to ensure seamless transitions and timely processing of transactions. She also works closely with outsource partners such as our compliance consultant and software providers to ensure we are staying current with industry regulations and utilizing technology in the most efficient way.

Linda obtained her Paraplanner designation through the College for Financial Planning in 1994. To maintain that designation, she is required to earn 16 continuing education credits every 2 years; that continued coursework helps her remain current with industry practices and standards. She enjoys learning and sharing knowledge, and her greatest desire is to help others achieve their goals.

When Linda is not serving clients or running her practice, she enjoys working in her organic garden, kayaking, and spending time with her husband Frank, family, and friends.