As a Client Service Associate, Ashley provides direct support to clients and advisors with a focus on delivering an exceptional client experience. Her passion for serving others, attention to detail, and client-first approach make her a valuable member of the team. Ashley enjoys helping clients navigate their service needs and takes pride in ensuring every interaction is handled with care and professionalism.
Ashley has more than 10 years of client service experience, including several years in the wealth management industry. Her experience includes working closely with financial advisors and helping clients with everything from tax-related documents to day-to-day account questions and requests.
Ashley lives in Parma, Ohio, with her husband and their two children, Jayden and Olivia. When she’s not at the office, Ashley enjoys spending time with her family, exploring all that Cleveland has to offer, and traveling to favorite destinations such as Chicago and Florida. When she has quiet time, she can be often be found getting lost in a good book.
