Ashley is committed to delivering personalized, strategic financial guidance. A Southeast Wisconsin native, she earned her Bachelor’s degree in Finance and Economics from the University of Wisconsin–La Crosse and her MBA from the University of Wisconsin–Milwaukee.
She began her career in 2019 as a Mutual Fund Administrator, building a strong foundation in ETFs and advisor support. She is passionate about helping clients achieve their goals through clear, confident guidance and meaningful long-term relationships. Ashley has passed the SIE, Series 7, Series 66, and Wisconsin Health & Life Insurance exams, and is actively pursuing her Certified Financial Planner® certification.
Ashley currently resides in Somers, Wisconsin with her boyfriend, Jake, and their dog, Ollie, a Blue Heeler/Dalmatian mix. Outside of work, she enjoys spending time at Schaumburg Boomers games, where Jake coaches, cruising, visiting local coffee shops, and embracing her longtime love for all things The Grinch.