Ashley is the Registered Administrative Assistant for “Your Wealth Management Team.” She assists Lori Ann with operational tasks, serves as a backup trader, and helps Hank stay focused on the important interactions with our clients. Ashley entered the financial planning industry in 2010, and has been a part of our team since 2015.
She and her husband, Jeff, are both born & raised in San Diego and have a 6 year old daughter, Annabel, and a 3 year old son, Theo. In her free time, Ashley enjoys cooking, reading, outdoor activities and spending time with her friends and family.
Bachelor of Science, Business Administration, California Polytechnic State University San Luis Obispo
Ashley holds a Series 7 and 66 securities registrations.
Ashley is a Registered Administrative Assistant with Cetera Advisor Networks LLC, member FINRA/SIPC, a full service broker/dealer and registered investment advisor, providing financial planning, investment advice and brokerage services.