Ashley joined the firm in June 2022 and currently serves in the position of Associate Financial Planner. In this role, Ashley works closely with the team’s Financial Planners and Wealth Advisors to assist them in a wide range of client matters.
In the Spring of 2022, Ashley graduated from Temple University’s Fox School of Business, earning dual Bachelor of Business Administration degrees in Financial Planning and Finance, with a concentration in Investment Analysis. While at Temple, she was an active member and the Director of Marketing for Temple’s chapter of the Financial Planning Association.