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Audrey Mines

Investment Officer at Pittenger & Anderson Inc.

Lincoln, NE , United States

About

Audrey Mines is an Investment Officer and Advisor at Pittenger & Anderson, Inc., a fee-only Registered Investment Advisor based in Lincoln, Nebraska. Since joining the firm in 2016, she plays a key role in investment research, portfolio analysis, and advising clients on tailored investment strategies. Her responsibilities span managing trading operations and special projects, supporting both individual and institutional client portfolios.

Audrey specializes in comprehensive financial planning, focusing on public equities, fixed income, and diversified portfolio construction. She is known for her problem-solving approach and her ability to address complex client needs, with a particular emphasis on navigating money-in-motion events for high-net-worth families and individuals.

Prior to her current tenure as Investment Officer, Audrey served as a Service Advisor, where she honed her expertise in client service and operational efficiency. She earned her B.S. in Finance from the University of Nebraska-Lincoln and holds the CERTIFIED FINANCIAL PLANNER™ designation, underscoring her commitment to fiduciary standards and industry excellence.

Career History

OrganizationRoleDate RangeDetails
Pittenger & Anderson, Inc.Investment OfficerMay 2016 to Present
Pittenger & Anderson, Inc.AdvisorMar 2024 to Present
Pittenger & Anderson, Inc.Service AdvisorMay 2020 to Present

Education

University of Nebraska-Lincoln

B.S, Finance

Skills & Expertise

Annuity Analysis
Investment Advisory
Financial Planning
Retirement Planning
Series 66
Insurance Planning
IRAs
Insurance Analysis
401k retirement savings plan
Project Management
PowerPoint
Microsoft Word
Customer Service
Financial Modeling

Others at Pittenger & Anderson Inc. (1)

NameRoleLocation
Jaxson Simmerman
Jaxson Simmerman
Investment OfficerUnited States

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