Jeff Audi

I joined the Chicory Wealth team in January of 2020 and serve as the firm’s Tax Advisory Manager. Prior to this role, I worked for many years in public accounting, providing tax preparation, planning, and compliance services. I specialize in individual taxation but service a wide range of clients, including trusts and estates, small businesses, and tax-exempt entities. I earned my Bachelor of Science degree in mathematics (with a minor in computer science) from Siena College in 2012, where I graduated magna cum laude. I then attained my Master of Science degree in accounting from The College of Saint Rose in 2014, where I graduated summa cum laude. I have been an Enrolled Agent with the Internal Revenue Service since 2016, and I am a proud member of the National Association of Enrolled Agents (NAEA). I grew up and started my career in Albany, NY but currently reside in warm and sunny Orange County, CA.

For me, a balanced life includes playing tennis, running road races, traveling to foreign countries, spending the day at Laguna Beach with my husband, Johnathan, and enjoying life at home with our twins, Caleb and Chloe. It also means taking my pet cavapoo, Zuri, for a walk around the neighborhood or curling up on the couch to watch Netflix with my cat, Lucia.