Ashley joined the group in spring of 2021 as a Client Specialist, holding the FINRA Series 7 and 66 Licenses. She is the director of client service for our group. She manages day-to-day operations and is responsible for ensuring an exceptional client experience. This includes handling in-bound requests, delivering our service model, executing account transactions, and planning events.
Ashley grew up in Wisconsin but moved to Arizona to attend Arizona State University. After graduation she began her financial career at Moors & Cabot before joining Baird in their Phoenix branch in 2015.
Ashley currently resides in Waukesha. She enjoys spending time with friends and family, traveling, hiking with her puppy, Woodson, and cheering on the Packers.