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You're building an empire. I'll make sure your money does too.

I help successful women &  entrepreneurs take control of their money and future with smart, strategic financial planning, without the overwhelm or guesswork.

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Investment Advisor
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Financial Educator
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Business Coach

Empower Your Financial Future

I’m Audree Bobinger, Investment Advisor Representative, Mom, U.S. Navy veteran, and a two-time entrepreneur. I’m here to help you turn your service-honed grit into lasting financial success through education and experience.

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Working with Audree has been an invaluable part of my retirement planning journey. Her knowledge, clear communication, and personalized approach helped me feel confident and well-prepared for the next chapter of life. She took the time to understand my goals and crafted a plan that aligned with both my financial needs and personal aspirations. 
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Esmeralda Dates 

Client

Client Stories

I had a great experience working with Audree. She helped me with an Indexed Universal Life policy and a pension product. She is knowledgeable, patient, and genuinely interested in finding the best life insurance solution for my needs. She explained everything clearly, never pressured me, and made the whole process smooth and stress-free. I truly felt like I was in good hands. Highly recommend if you’re looking for someone you can trust!

Clark Menefee

Client

Client Stories

Audree Bobinger was instrumental in crafting a tailored financial plan to secure our retirement. Her in-depth knowledge of financial strategies was apparent as she was able to simplify the many complex options, ensuring we felt confident in our choices. Audree's trustworthiness and genuine care for our family's future made the process seamless and reassuring. We wholeheartedly give her five stars for her professionalism and dedication!

Shelly Prather

Client

Client Stories

As a colleague, I can attest to Audree’s outstanding professionalism and expertise in insurance, annuities, and financial planning. Her deep knowledge of the latest financial products allows her to craft tailored solutions for clients. She explains complex concepts clearly, always adheres to fiduciary standards, and stays updated on the current regulatory environment. Her collaborative and ethical approach, along with her mentorship, make her a respected leader among her peers.

Ted Lick

Trusted Colleague

Client Stories

Working with Audree Bobinger in the life insurance field has been a true privilege. Her deep knowledge, professionalism, and genuine care for clients is consistently making a strong impact. Whether handling complex cases or supporting the team, she brings clarity, confidence, and commitment to everything she does. A valuable asset to any organization.

Gary Hendricks

Trusted Colleague

Client Stories

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  • Wed, Jan 21
    Pierce County Human Services
    Jan 21, 2026, 10:30 AM – 12:30 PM
    Pierce County Human Services, 3602 Pacific Ave, Tacoma, WA 98418, USA
    Join Pierce County Aging and Disability Resources and Audree Bobinger, Investment Advisor Representative and Financial Educator for a free resource presentation on the basics of personal finance and budgeting for the new year.
  • Thu, Jan 22
    Ebony & Ivory
    Jan 22, 2026, 8:30 AM – 10:00 AM
    Ebony & Ivory, 1145 Broadway, Tacoma, WA 98402, USA
    Come and connect with fellow Female Financial & Business Professionals in this casual coffee and chat setting. Help us build a collaborative environment to foster growth and more opportunity for all. We will see you there!
  • Wed, Jan 28
    Jan 28, 2026, 5:30 PM – 7:30 PM
    WaFd Bank, 4221 Bridgeport Way W, University Place, WA 98466, USA
    Are you a 1099 Independent Business Owner or Contractor? Do you want to start a business but don't know how? This class is for you! Come and learn in this Entrepreneurship 101 course about how to start or grow your business with a solid Financial Foundation and get the blueprint on how to scale!
  • Thu, Feb 05
    Symmetry Financial Group-Lakewood
    Feb 05, 2026, 5:30 PM – 7:30 PM
    Symmetry Financial Group-Lakewood, 7304 Lakewood Dr W. Suite 22 Lakewood, WA 98499
    This event is designed for military service members who are ready to retire and want to connect with business professionals to help navigate the transition to civilian life. We will be networking, having a short presentation, and overall good company to engage with!
  • Wed, Feb 25
    Feb 25, 2026, 2:00 PM – 3:00 PM
    Franke Tobey Jones-Bistro, 5340 N Bristol St, Tacoma, WA 98407, USA
    Designed for retirees and their families, this powerful class cuts through the complexity of retirement finance. Learn vital strategies for sustainable income planning, protecting your assets from long-term care costs, and securing your legacy through essential estate planning basics and insurance.

Why Audree? Your Fellow Veteran & Entrepreneur

Ready to transform your financial future? Schedule an informational consultation now, to begin your journey towards financial empowerment.

Shared Experience

“I’ve been where you are—transitioning from military structure to solo-owner hustle. I get it.”

Proven Builder

“I’ve launched two successful agencies from scratch. Let me show you what really works.”

Fiduciary First

“As a Series 65 licensee, I’m legally bound to put your goals ahead of my fees.”

Let's Connect!

For any inquiries or to schedule a consultation with Audree Bobinger, feel free to reach out to us here, or on socials! We are here to assist you in achieving your financial goals.

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