Ashley is a dedicated financial services professional with roughly a decade of experience. She comes to us from Goldman Sachs, and prior to that, United Capital, where she has specialized in partnering with advisors to optimize their practices and driving strategic firmwide growth initiatives. As part of our team, she oversees advisor engagement through ensuring advisors and their teams are set up for success on our platform, confident in leveraging our resources, as well as promoting practice management best practices.

She has a BA degree from Texas Tech University, combined with a Problem Solving & Decision Making Professional Skills Mastery certification from Arizona State University.

In her free time, Ashley enjoys participating in local volunteer efforts to help the homeless and traveling to different countries. Some of her favorite countries include Thailand, Ghana, and Dubai.  

Ashley’s favorite things to enjoy in Dallas:

• Hiking the Katy Trail with her two mini schnauzers, Ace & Leo
• Exploring new speakeasies with her close friends