AWJones@FinancialLifeDesigns.net
407.590.9372
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.