The Professional Me
Ashley joined the Planned Financial Services team in 2018, bringing diverse experience in client relations, audit, accounting and compliance. As a client liaison and compliance specialist, she plays an integral role in client onboarding and servicing, as well as firm administration, process management and compliance oversight to help ensure a consistently exceptional experience for each client.
Ashley began her financial services career while earning her Bachelor of Science in Accounting (BSA) and Bachelor of Business Administration (BBA) in Finance from the University of Akron in Akron, Ohio. Early in her career she was a registered sales assistant and office manager for a wealth management firm where she was responsible for managing client relationships including servicing, maintaining the firm’s book and records, branch compliance and new hire training.
In 2012 she accepted a position as an auditor for a community bank in Akron and in 2015 took an internal position as a business consultant and investment analyst for the bank’s investment center. She maintained oversight for the program’s licensure and continuing education requirements relative to investments and insurance in addition to assisting with the new hire onboarding program. In 2016, Ashley accepted a role as a compliance specialist for a national broker/dealer where she was the primary compliance point of contact for approximately 70 firm Member Offices.
Ashley resides in Akron, Ohio with her three children, Parker, Sutton and Sawyer.
Professional Designations & Credentials
- Life, Health and Variable Annuity Insurance licenses
The Personal Me
Family has always been at the cross-section of Ashley’s personal and professional life and the mother of three “wonderful, spunky, crazy and loving” small children wouldn’t have it any other way. Most of her “free” time is spent toting little ones from baseball, soccer and basketball practice, among other activities and events, but she still tries to make time for her own early love of playing basketball and has participated on an all-women’s league.
Ashley grew up in what many would refer to as an unconventional family. In addition to her parents, she has two half-sisters, a half-brother, a stepmom and a stepdad. Much of her youth was spent traversing back and forth among family homes, which included multiple moves over the years. At a young age, she learned the importance of being open and flexible to new experiences and people in her life, easily making new friends with each move and developing deep bonds with her siblings and family members. The complexity of her family life growing up not only taught her the importance of time spent with family and loved ones but has enabled her to focus more easily on life’s big picture while helping others identify what is most important to them in her professional role.
Ashely is a fan of CrossFit, which she plans to get back into soon, and enjoys attending concerts (all genres of music) and sporting events, especially the Indians, Cavs, Browns, Monsters and Buckeyes—or any team Ohio.
Ashley and her children live in Akron, Ohio, where they share a home with their three dogs, a cat and a chameleon named Coral.
Little Known Fact: In 2018, Ashley traveled to Florida, Georgia, Colorado, Oregon, Washington, Virginia and North Carolina, bringing her grand total of states visited to 20. Her goal is to visit the remaining 30 states within the next five to 10 years.