Financial Advisors for Now and the Future.
Ashley’s passion for math began to develop after she won the Washington County Numbers Muncher Championship in 5th grade. Influenced at a young age by her grandmother, she became skillful in tax preparation and understanding financial repertoire. Little did she know this would fuel her life’s mission to help others in the financial industry. As an adult, Ashley understood the need to connect with people on a deeper level and does so through lending a listening ear, problem solving, and providing positive pep talks. Now as a Wealth Advisor, Ashley is able to apply 20 years of comprehensive financial coaching experience including risk management, real estate, banking, and tax efficiency. She is dedicated to helping others build wealth to allow them to live their best life now and in the future!
Ashley graduated with a Bachelor of Science degree in Business Administration at Frostburg State University with a concentration in Management. She later completed her Master of Business Administration at Mount St. Mary’s University with a concentration in Finance. During her career, she obtained her Series 6, 63, & 65 registrations and graduated from the Consumer Bankers Association Executive Banking School.
Ashley manages her work-life balance like a pro! On occasion, you may hear her daughter Olivia sharing about the “8th wonder of the world, Compound Interest”. Ashley, her husband Jeremy, and Olivia, can often be found outside in nature running, biking, or on a weekend hike! Born and raised in Washington County and now living in Frederick, she is passionate about educating her community on financial skills and knowledge.