As Associate Wealth Advisor, Ashley works alongside lead advisors and other technical specialists to develop and deliver financial solutions tailored to each client’s unique needs. Through an integrated financial planning approach, she aids in the implementation of investment strategies, tax planning strategies, insurance analyses, and estate planning techniques.
Ashley earned her Bachelor of Science in Business Administration degree in Marketing Management from Youngstown State University in 2018. Additionally, she earned the CERTIFIED FINANCIAL PLANNER™ certification. Before joining JFS in 2022, Ashley spent over six years with a wealth management firm where she built her industry knowledge and refined her client service experience.
Outside of work, Ashley enjoys spending time with her family and she is especially relishing her new role as a parent. She loves to travel and find new places and adventures to experience.







