Experience and Education

Ashley works with clients to create personalized financial plans that address all aspects of their financial lives, including estate planning, tax strategies, insurance, equity compensation, and retirement planning.

Prior to joining Mariner, Ashley was a wealth strategy associate at UBS Financial Services, where she guided executives and families from leading Fortune 500 companies through complex financial decisions involving restricted stock units (RSUs), stock options, and tailored retirement strategies. She also gained experience managing client accounts and identifying investment and client opportunities during her time as a specialist at Charles Schwab, where she enhanced the client experience through thoughtful and strategic support.

Ashley has a bachelor’s degree in political science and economics from Ohio State University. She holds an MBA in finance from Miami University.

Personal Interests

Away from the office, Ashley enjoys traveling, exploring local coffee shops, and as a Cincinnati Native, cheering on the Cincinnati Bengals.