Ashley is our newest team member, working remotely from Tennessee! She has a 12-year banking background. She progressed from a teller to banker, assisting customers in basic financial transactions as well as opening new accounts and loans while discovering financial solutions. In her last position as underwriter, she used professional judgement to lend money based on credit merit and financial qualifications. After working in multiple positions, both front and back office, she brings a well-rounded understanding of customer service priorities as well as professional business procedures. She is familiar with account documents/applications, contracts, data entry, and the importance of confidentiality. She is extremely organized, detail oriented and has learned from working in the banking industry that she thrives “under pressure”. She is happy to now be assisting Portfolio Advisors and our clients in multiple ways, however she can best be of service!

In her free time, she is often spending time with her church and has a strong passion for encouraging all toward love and Truth, Jesus Christ.  Some of her favorite hobbies are studying theology and apologetics, visiting as many new beaches as she can, watching baseball and playing softball. She also travels to Texas often to visit her family.