Client Relationship Specialist
As a Client Relationship Specialist, Ashley works alongside the advisor’s teams to aid and build client relationships. She assists with the needs of the client, day-to-day tasks, and a variety of other operations. Ashley has a passion for client relations and strives to help each client achieve their investment and overall financial goals.
Ashley graduated in May of 2023 with a degree in Finance, as well as a degree in Marketing, and a focus in Personal Financial Planning. She began her career here in June of 2023 and she looks forward to expanding her knowledge of the financial industry with the hope of one day becoming an advisor.
BSBA, Bloomsburg University
Ashley has lived in the Harrisburg area her whole life. She enjoys spending time with her family, reading, traveling, and staying active. She is open-minded and is always looking for new things to learn.