Designations and Licenses

Ashley is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor^SM.

Experience and Education

Ashley works on an advisory team to create personalized financial solutions, helping clients meet their needs, goals and objectives. She assists with developing and delivering wealth planning solutions, including providing investment, retirement, budgeting, insurance and estate planning advice. She has over 10 years of experience in the financial services industry, which includes developing and supporting CPA affiliate relationships.

Ashley has a bachelor’s degree in biology from Ursinus College and a Doctor of Chiropractic degree from Palmer College of Chiropractic.

Personal Interests

Away from the office, Ashley enjoys playing recreational volleyball, traveling and being a mom.