Ashley’s 21 years in Financial Services began as a college intern, where she quickly developed a love for the business and the excitement of the investment markets. Since then, she has taken that passion and rounded out her experience by working with clients, wholesaling for asset management firms and gaining insight into the individual businesses of financial advisors through recruiting and practice management. She holds Series 7 and 66 licenses and an Accredited Investment Fiduciary designation.
Ashley resides in Texas with her husband, Mark, and 3 young children to keep her busy.
Favorite destination: Hawaii
Favorite Food: Italian
Favorite book: The Power of Less
Item on the bucket list: See the Northern Lights
What motivates you: Learning new things and feeling accomplished when projects are completed.
What advice would you give your 12-year-old self: Wear sunscreen and get more sleep