Audrey Drossner, CPA, AIF®, PFP
Audrey has extensive experience providing comprehensive investment planning for high net-worth individuals, recommending and implementing tax savings strategies, along with advising on stock and option planning, retirement asset distribution alternatives, charitable planning, and gifting techniques.
As a former VP of Wealth Advisor and Planning Services at Legg Mason, she brings experience helping clients to develop optimal investment and tax strategies. She was a former Partner at SC & H and a Sr. Tax Manager at Coopers and Lybrand (currently Pricewaterhouse Coopers). Audrey has extensive experience with tax compliance, research, and planning. These unique qualities allow her to be a key advisor to her clients in the areas of investment, estate, education and tax planning, compliance, and retirement funding.
She graduated with a B.S. degree in Economics from the University of PA, Wharton School of Business. She is a Certified Public Accountant, and completed the Security Industry Institute at the Wharton School. She is a member of the American Institute of Certified Public Accounts (AICPA). She holds the Series 7, 63 and 65 Financial Securities Licenses and
holds a MD Life and Health Insurance license. She is a frequent speaker at National Financial Planning and Tax Conferences. She also holds the Personal Financial Specialist designation from the AICPA. Registered Representative of Symphonic Securities, LLC
Director Private Client Advisory
Meg is an investment professional focused on working with high net worth clients and entrepreneurs with sophisticated investment needs and wealth transfer & estate planning requirements. Prior to joining Oracle Capital Strategies
, Meg was a Senior Vice President at U.S. Trust, Bank of America Private Wealth Management, where she worked as a Private Client Advisor. A Bank of America employee for over 20 years, at the Private Bank, she managed and oversaw more than $170 million in assets for her clients.. She is a quarterback for the families she represents and is able to utilize her experience to efficiently and effectively solve investment, tax, and generational transfer issues for her clientele.
Meg graduated with a B.A. degree in Biology and Spanish from Colby College. She received her MBA with an emphasis in Finance from Southern Illinois University. Meg has her 7 and 66 Financial Securities Licenses. The SBA honored Meg as a former Maryland SBA Woman in Business of the Year. Additionally she has served on various committees to raise money for non-profits such as Maryland Hall for the Creative Arts. She has served as a former captain of the United States Army.
Julia Rafalko Vaughn, JD, LLM
Director of Wealth Planning
Julie is responsible for the development and implementation of client’s financial plans (asset allocation, manager search selection, tax and estate planning). Her areas of expertise in financial planning include: estate planning, stock option strategies, diversification techniques for concentrated equity portfolios and charitable planning. She also provides advice on alternative investments.
Julie received her Bachelor of Arts in 1991 from the University of Maryland, in College Park, MD. She received her Juris Doctor from the University of Baltimore, in Baltimore, MD in 1994. Ms. Vaughn received her Masters of Law in Taxation in 1999.
Prior to joining Oracle, Julie was a Vice President in the Private Bank USA with Credit Suisse from 2006 to 2009. From 1999 to 2006 Ms. Vaughn was a Vice President and Senior Wealth Management Advisor with Legg Mason Wood Walker, Inc. She holds the Series 7, 31, and 66 Financial Securities Licenses and is
a member of the Maryland Bar. Julie has spoken at National Conferences on
financial planning including AICPA.
Karen joined Oracle Capital Strategies, LLC in 2009 as the registered Client Service Manager. Before joining Oracle Capital Strategies, LLC, she was employed by Bank of America for 14 years. Karen is our office expert on depository accounts. She gained her expertise while working for 7 years in the Bank of America Transaction Service unit. She was then promoted to Financial Advisor Assistant with U.S. Trust, Bank of America Private Wealth Management, where she worked for 7 years.
Karen's primary focus is supporting clients, Financial Advisors and CPA's with all of their service needs. She coordinates meetings, daily work flow, and administration of the office.
Karen has worked in the Financial Service Industry since 1991. She holds the Series 7 & 63 FINRA
Financial Securities licenses.