Profile
“My age is actually a strength. I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey”
Michael Lee,
Farther
Audrey Hixson is Assistant Vice President of Service Experience at Cambridge Investment Research Inc., an independent financial solutions firm serving over 4,000 financial professionals nationwide.
Since joining the company in 2006, Hixson has held diverse roles across service, operations, and compliance. Today, she leads within Cambridge’s service experience organization, helping shape personalized, relationship-driven service models.
Hixson is a strong adopter and influencer in Cambridge’s AI integration efforts, guiding service transformation with a focus on empathy and connection. She chairs the Associate Engagement Committee, where she helped launch the Something Wonderful Awards and refresh the Years of Service program – initiatives that have strengthened associate engagement and retention. She also serves on Cambridge’s Senior Leadership Council, bringing the associate voice into strategic decision-making.
At the industry level, Hixson contributes to regulatory conversations around client money movement, collaborating with FINRA and clearing partners to address gaps and improve operational processes.
She holds FINRA Series 7 and 24 licenses, is a certified Lean Six Sigma Yellow Belt, and a Registered Corporate Coach™. She has also completed Cambridge’s Aspiring Leaders, Embedded Leaders, and Leadership Development programs.
1776 Pleasant Plain Road, Fairfield, IA, 52556
800 777 6080
audrey.hixson@cir2.com
linkedin.com/in/audreyhixson
joincambridge.com
Audrey Hixson
Assistant Vice President, Service Experience
Cambridge Investment Research Inc.
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Bio
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Profile
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Bio
Milestones
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Special Report
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Bio
Milestones
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone”
Michael Lee,
Farther
2006–2016
2018–2021
2021–Present
2023–Present
2019
Service and operations leader: financial professional and client experience groundwork
2006–2016
Risk and service advocate: scaled solutions with a balance of risk, service, and relationships
2018–2021
Service transformation leader: Championing hospitality and human connection
2021–Present
Associate engagement champion: amplifying voices, strengthening culture at Cambridge Investment Research
Service experience and money movement advisory board member at Fidelity Investment
2023–Present
Named enterprise leader and field vice president at Jordan Creek Financial Solutions
2019
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
With a focus on retirement planning, Lee is able to offer long-term planning solutions to clients nearing retirement.
“My age is actually a strength. Many advisors in the industry are close to retirement themselves, which can make clients nervous about starting a long-term relationship,” he notes.
“I assure clients that I’ll be there for decades to come, guiding them through each stage of their financial journey.”
To succeed in the leadership role he has undertaken at Farther, Lee was forced to learn management skills on the job, while remaining open to feedback from trusted peers around him.
Now with the chance to work as a mentor himself, he cherishes watching young advisors succeed. Leading Farther’s advisor boot camp, Lee highlights the accomplishments of two trainees who have gone on to be the top two producers at the firm.
“Watching others succeed and knowing I played a role in their growth has been a bigger achievement for me than any personal milestone,” he says.
The values learned in his first-generation immigrant household have deeply shaped Lee’s career. He often translated official documents for his family, a critical task that left no room for mistakes. Now, Lee approaches his clients with the same dedication and care.
“I approach every client and colleague with the care I would show my own family, and I think that genuine concern for their success has helped build trust and my reputation.”