Ashley is our Director of Operations. She a keen understanding of financial advisory practices, Ashley ensures the seamless management of daily operations, compliance, and client service delivery. Ashley plays a pivotal role in enabling financial advisors to focus on delivering tailored financial solutions. With a results-driven approach and a commitment to operational excellence, Ashley is a cornerstone of the firm’s mission to empower clients to achieve their financial goals.
Ashley was born and raised in northern Michigan. She has 14 years of experience in health care including owning and operating her own Home Health Care business. In 2020 she decided to make a change and drove headfirst into the financial services industry, where she previously held roles at Carroll Retirement Plans and Investments as a financial assistant and Castle Wealth Group as Business Manager.
Ashley and her husband relocated to the area in 2023 and have enjoyed exploring all that North Carolina has to offer. Ashley enjoys reading, hiking, boating, working out and spending time with her family- which includes her husband Cory, stepson Eli and their 4 aussiedoodles- Braxton, Apollo, Marley and Nelly.