Ashley joined the group in the spring of 2021 as a Client Specialist and currently serves as the Director of Client Experience. She holds the FINRA Series 7 and 66 licenses and earned her Wealth Management Certified Professional (WMCP) designation in 2024. In her role, Ashley manages day-to-day operations and is responsible for delivering an exceptional client experience. Her responsibilities include handling inbound client requests, executing account transactions, delivering the group’s service model, and coordinating client events.
Ashley grew up in Wisconsin and moved to Arizona to attend Arizona State University. After graduating, she began her career in financial services at Moors & Cabot before joining Baird’s Phoenix branch in 2015.
Ashley now resides in Franklin, Wisconsin with her partner, Brett, their son, Henry, and their two dogs. Outside of work, she enjoys spending time with family and friends, traveling, hiking, and cheering on the Green Bay Packers.