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A.A. BYU Idaho

[email protected]

Aubrey Serr
Transition Specialist

Aubrey’s hard work and organizational skills have helped the company through a number of transitions and special events over the years. Aubrey helped Roy launch his career in 1998 and worked full time for a number of years as office manager in the late 2000s. Each time Everspire has transitioned to a better broker dealer, custodian, or CRM platform, Aubrey has been there to help smooth the path for Everspire and for the firm’s clients. In the process she has helped accurately open and transfer thousands of accounts, accounting for hundreds of millions of dollars of asset movement. Aubrey has also helped plan and support client appreciation festivities, seminars, and other events throughout the years. In both capacities she has enjoyed interacting with Everspire’s clients and getting to know them.

Aubrey has put her skills to work for other businesses where she has worked in a similar capacity. However, her greatest organizational achievement has been to transition four children from infancy to adulthood—an effort that is still in process. Aubrey received her associate degree from Ricks College in 1995.

Favorite BookThe Nightingale, Kristin Hannah

Favorite Movie — The Greatest Showman

Bucket List — Travel to Venice, Italy

Favorite Destination — Maui, Hawaii

Salt Lake City
EVERSPIRE
9125 Monroe Plaza Way, Suite A
Sandy, UT 84070
Phone : (801) 545-8706
Fax : (801) 545-8706

Advisory services offered through Everspire, a Registered Investment Advisor. Securities offered through M. H. LeBlang, Inc.
Member FINRA/SIPC.