AUDREY SOZA

Audrey Soza serves as Chief Compliance Officer and Director of Operations at Beacon Advisors. She brings more than a decade of experience in financial services, with deep expertise in regulatory compliance, operational risk, and client due diligence.

Prior to joining Beacon Advisors, Audrey served as Chief Compliance Officer and Operations Director at Custos Family Office, where she oversaw the firm's regulatory compliance program and day-to-day operational functions. Before that, she spent eight years at Wells Fargo Corporate & Investment Banking in various roles, supporting the energy & power and commercial real estate sectors, offering risk consulting and compliance oversight for complex transactions, acquisitions, and corporate structures.

Audrey began her career at J.P. Morgan Private Bank in San Antonio, Texas, where she worked with high net worth individuals, families, and foundations to design customized wealth management strategies.

She earned her BBA in Finance from The University of Texas at Austin. Audrey currently resides in Rockport, Texas, with her husband, Eric, and their three children.