Ashley has worked in the financial services industry for 6 years, with experience in banking, insurance, and annuities.
In her current role as a Front Desk Assistant, Ashley works closely with clients and the internal team to provide a welcoming and personable experience while supporting the scheduling and coordination of next steps. She helps connect clients with the appropriate team members and handles each interaction with professionalism, attention to detail, and care.
Ashley values a thoughtful and personable approach and believes financial planning is most effective when it is clear, collaborative, and aligned with each client’s goals.
Ashley holds an Associate of Science degree in Business Administration and is currently working toward her Bachelor of Science in Business Management and Leadership.
Outside of work, Ashley enjoys watching Nebraska Husker sports and spending time with family.