Ashley is a Client Development Manager with more than two decades of experience in the financial services industry. She brings a well-rounded perspective to her role, having worked directly with clients, partnered with financial advisors, wholesaled investment solutions for asset management firms, and supported advisory practices through recruiting and practice management.

Ashley’s interest in financial services began during a college internship, where she developed an appreciation for the investment markets and, more importantly, the relationships that drive the industry. Throughout her career, she has built a reputation for understanding the needs of advisors and clients and helping connect those needs with thoughtful, practical solutions.

As a Client Development Manager, Ashley focuses on building and strengthening relationships, identifying opportunities for growth, and serving as a resource to advisors and clients. Her combination of client-facing experience, investment product knowledge, and practice development expertise allows her to bring a consultative approach to every relationship.

Ashley is an Accredited Investment Fiduciary (AIF®). She is based in Texas with her husband, Mark, and their three young children.

  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