Audrey Dirksen, CFP®

Audrey started in the financial services industry in 1987 when she was appointed as a financial advisor with American Express Financial Advisors, Inc. She served as an advisor until her oldest son was born in 1990, at which point she transitioned into leadership roles in operations, client service, and compliance within the industry. Since 2007, Audrey has been a key part of Family Capital Management, where she serves on the leadership team and plays a vital role in enhancing client experience, operational efficiency, and integrates compliance regulations into the practice.

Regardless of her role, her passion lies in serving others and being the bright spot in your day, ensuring that clients receive an exceptional level of care and support.

Outside of work, Audrey enjoys spending time with her husband, 5 kids, and 2 grandchildren, taking walks, reading, and relaxing at her family cottage in northern Michigan. Audrey’s heart is anchored in serving others through global mission trips and with her church.

Education & Certifications:

• Bachelor’s degree in Communications and a minor in Business Management from Purdue University
• CERTIFIED FINANCIAL PLANNER^®
• Series 7, General Securities Representative
• Series 63, Uniform Securities Agent State Law
• Series 24, General Securities Principal