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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Ashley graduated Magna Cum Laude from Northern Michigan University with a Bachelor of Science degree in Secondary Mathematics and Geography Education.
Ashley is a Client Service Coordinator for the CliftonLarsonAllen Wealth Advisors, LLC in the Eastern Midwest Region. She provides support to the Wealth Advisors and assists in maintaining client relationships by performing a myriad of office duties. She has been with the firm since 2014.
Prior to joining the CliftonLarsonAllen Wealth Advisory team, Ashley worked in various administrative positions and taught mathematics and geography at the secondary level. In addition to her knowledge in the education field, she has a strong background in customer service and management. Currently, she works as the liaison between the clients and Wealth Advisors and contributes to customer satisfaction by ensuring that new and existing clients receive the highest standards of service.