As an Advisor Associate, Ashley works alongside the other members of the Financial Planning team to advocate for our clients and help them with their planning needs as they work toward their financial objectives. From comprehensive financial planning to working with a specific demographic of women business owners and entrepreneurs, Ashley’s team and clients value her tax-planning experience and passion for learning.
Ashley studied journalism at The Master’s University in California. Since earning her bachelor’s degree in 2009, her passion for information has led her to a career in financial services. Before joining JNBA in 2019, Ashley held roles at several wealth management firms and earned her CFP® designation, and she is currently pursuing a master’s of science degree in personal financial planning.
Favorite quote: “A ship in harbor is safe- but that is not what ships are built for.” – John A. Shedd