Ashley has worked in the financial planning industry since 2010 and became a member of our team in 2015. She works directly with Hank with the shared goal of helping families make the right financial decisions and she cares deeply about collaborating with our clients through thoughtful planning. In her free time, Ashley enjoys beach days, camping, and soccer games with her husband and two kids. She is a regular volunteer at her children’s elementary school in University City, where she values her time spent getting to build community and connect with other parents.
Educational Background:
Bachelor of Science, Business Administration, California Polytechnic State University San Luis Obispo
Ashley holds a Series 7 and 66 securities registrations.
Ashley is a Financial Advisor 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.