Ashley is dedicated to seeing that our clients enjoy the best possible experience. Friendly and caring, she enjoys working with people and being in a position where she can help make their lives easier. She is always eager to respond to their needs, questions and requests.
Ashley holds a Series 7 securities license and plays a key role in our client onboarding process, handling paperwork, opening accounts, transitioning assets and managing our client relationship software. In addition, she handles marketing duties for our team, such as coordinating client events and seminars.
Before joining our team, Ashley worked at Alliance Wealth Management. Earlier in her career, she was a financial assistant at LPL Financial in Madison, and a client relationship associate at Robert W. Baird in Madison and Mequon. She earned a bachelor’s degree in business management with a minor in finance from Lakeland College in Sheboygan, graduating summa cum laude.
Originally from West Bend, Wisconsin, Ashley lives in Port Washington with her husband, Alex, and son, Andrew. In her free time, Ashley enjoys entertaining, traveling, snowmobiling, boating, hiking and spending time with her family. She has served as a volunteer for her church, as well as the Alliance for the Great Lakes and GloBall Giving.