As a CERTIFIED FINANCIAL PLANNER™ professional with Shaker Investments, Ashley focuses on the full financial picture of each individual client to help reach their goals. Each relationship starts with learning about the client's unique circumstances, identifying short and long-term goals, and creating a roadmap to achieve these goals. Ashley works closely with CPAs, attorneys, and other professionals in the client's life, as her focus is on wealth & investment management. Ashley's core client base includes individuals from early/mid-career to late in retirement, trusts, and non-profit corporations.
Ashley resides in Chagrin Falls with her wife and two young children Connor and Avery. In her free time, Ashley enjoys spending time with her family, exploring new places throughout the city, attending Cleveland sporting events, and chasing her ball around the golf course. She is on the Board of Trustees for Hope for Kids Geauga and sits on their Finance Committee.