Audrey Blanke
DIRECTOR, WEALTH MANAGEMENT
CFP®
Audrey is a Director of Wealth Management in the Choreo’s Charlotte North Carolina office. She works closely with individuals, families, and business owners to help them clarify priorities, navigate financial complexity, and achieve their most important goals through disciplined planning and informed decision-making.
She began her career at Baird, where she progressed from a private wealth management intern to a Financial Planner, building a strong foundation in planning and investment analysis. During this time, she stayed connected to the University of Wisconsin-Madison, guest lecturing for the University’s Wealth Management and Financial Planning program. She later helped a former classmate launch an independent RIA firm, developing key workflows and processes, while meeting with high-net-worth clients and their external professionals. Most recently, Audrey worked as a Financial Planner at Carolinas Investment Consulting before joining Choreo.
When she isn’t working on financial plans, you can find Audrey running, walking, or rollerblading with her blue wheeler mix, Daisy. She also enjoys cooking, live music, and listening to podcasts.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- CFP®
EDUCATION
- Bachelor of Business Administration in Finance - University of Wisconsin-Madison
- Master's degree in Taxation - University of Cincinnati
