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 friends, finding new places and adventures to experience, and empowering her community through various volunteer programs.
