Ashley has been helping families navigate their financial goals and strategies since 1999. Her education as a Certified Financial Planner professional, and her role as a financial advisor and an insurance professional has given her the ability to help clients with varying goals and resources.
At Texas A&M, Ashley pursued a BBA in Finance and later went on to SMU for her Graduate Certificate in Financial Planning. Ashley’s passion is helping individuals and families make educated financial decisions to reach their goals. She knows that you can’t plan for everything that life throws your way, but you can make smart, deliberate choices which can make all the difference.
Ashley is a member of the Financial Planning Association, Sustainer of the Junior League of Dallas, past Board member for the Episcopal School of Dallas, past President of the Preston Hollow East Homeowners Association, and Past President of the Silver Star Chapter of the National Charity League. She enjoys cycling, hiking, skiing, traveling, volunteering at local animal shelters and spending time with friends.
Ashley is a Registered Representative and Investment Advisor Representative.