Aubrey joined Ta-Check Financial in 2011 and has been in the financial industry for over 15 years. She holds FINRA Series 7 license, Ohio Life & Heath license, and is also a public notary. Aubrey graduated from Ohio University in 2003 with a bachelor’s degree in Business Administration.
Aubrey handles client meetings, all aspects of client service, retirement plans, trading, etc. As a part-owner of Ta-Check Financial, she is part of the day to day operations and internal office affairs alongside James and David Ptacek. Aubrey supports advisors on their efforts to ensure clients understand both investments & taxes when developing a solid financial plan.
Aubrey’s favorite hobby is watching her daughters, Emma and Malerie, play sports and enjoys being involved in all their school activities. She also loves to travel with her husband Lou and spending time with her beloved dachshund, Ruby. She is a member of the Ohio University Women’s Club and has held the Treasurer and Student Relations chairs.