Ashley is a Client Service Associate in the Fulton, Maryland office, supporting advisors by helping them manage client relationships and serving as a first point of contact. She uses her knowledge as a Financial Paraplanner Qualified Professional to better serve clients throughout the financial planning process, and is an active member of the Financial Planning Association.

Currently residing in Columbia, Maryland, Ashley enjoys cooking and trying new foods in her free time.

Previous Experience

  • Nexit Strategist at StratWealth

Education and Credentials

  • BBA, California State University, Marketing
  • Financial Paraplanner Qualified Professional (FPQP)