Originally from Iowa, Ashley relocated to Colorado in 2025, drawn by her long‑standing love for the outdoors. Over the years, she frequently visited the state for skiing, hiking, and outdoor adventures—often accompanied by her Doodle, Maverick—making Colorado a natural next chapter.
Ashley holds a degree in Accounting and Analytics from the University of Iowa and began her career in tax advisory at Ernst & Young, where she developed a strong foundation in financial analysis, compliance, and client service. She most recently served as a fully registered Client Service Associate in Private Wealth Management at Morgan Stanley, supporting high‑net‑worth clients with complex financial needs.
With experience spanning tax, analytics, and private wealth services, Ashley brings a detail‑driven, client‑focused approach to supporting advisors and delivering a high‑touch experience for families and individuals.
Focus Areas:
- Money Movement (ACH, checks, wires, etc.)
- Account Opening & Transfers/Rollovers
- Trading
- Scheduling/Calendar Management