Meet Ashley
As your Wealth Advisor, Ashley prides herself on building trusting relationships and making everyone feel like family. She believes that every client deserves an exceptional experience and strives to achieve this in all her interactions.
Ashley has a B.S. in Business Administration from Lewis University. She is an Enrolled Agent and holds Series 6 and Series 65 registrations. She is proficient in QuickBooks/QuickBooks Online and is a Certified QuickBooks ProAdvisor. For the last decade, Ashley has worked in the financial planning and tax industry.
When not in the office, Ashley can be found chasing her twin boys and spending quality time with her husband and two dogs. She enjoys running and spending time outdoors.