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Audrey Johnson, CFBS

Audrey Johnson, CFBS

Financial Planner

Raised in an entrepreneurial household, Audrey Johnson grew up witnessing both the highs and lows of running a small business. It is through these experiences she saw firsthand the challenges business owners face, from potential pitfalls to operational complexities. It is from this chapter in her life that she developed her passion to become a Certified Family Business Specialist ultimately empowering her clients to be financially literate, so they can grow their business strategically and efficiently while eliminate the mistakes she saw growing up .

Audrey’s desire to do more in the business world was only compounded after completion of her Entrepreneurship degree at the University of Houston. Soon after, she obtained the designation of Certified Family Business Specialist from the American College of Finance. She is dedicated to her work with business owners, helping them become financially efficient and stable. Audrey specializes in wealth accumulation, business succession, asset protection and employee benefits strategies.

“Working with family owned businesses brings me immense joy. Knowing that I can help make a difference not only to my clients’ businesses and employees, but also to their families for generations to come is so fulfilling to me personally,” says Audrey. Being able to make a difference through financial education and positive impacts on client's businesses makes Audrey proud of her career and motivates her in her day to day work.

Audrey thrives to make a difference in her community volunteering for numerous foundations, as well as being a member of the advisory board for Project Joy and Hope, a nonprofit organization that works to provide palliative care for critically ill children. Audrey is also associated with the Junior League of Houston where she works with numerous other charities including Texas Children’s Hospital, the Houston Food Bank and the Children’s Museum of Houston.