Meet your evolving needs with three integrated business lines in one professional services firm.


Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Ashley Sohasky

  • Client Services Coordinator
  • CLA Stevens Point
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

Ashley graduated Magna Cum Laude from Northern Michigan University with a Bachelor of Science degree in Secondary Mathematics and Geography Education.

Overview

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.

Upcoming speaking engagements

View More

Resources and event materials

View More