About
Ashley
Ashley is driven to empower individuals and families with the insight and resources they need to protect and enjoy their hard-earned wealth. She enthusiastically brings a sense of organization to her clients’ financial situation, as well as helps them develop and carry out a long-term plan. With any financial matter, Ashley aims to guide clients about a variety of potential solutions by communicating opportunities and issues relevant to the client’s unique situation. This allows clients to choose what feels right to them, balanced with an understanding of possible financial ramifications. Building an open and honest relationship with clients is central to Ashley’s work ethic and, she believes, is critical to providing advice in each client’s best interest.
Ashley joined Focus Partners in 2026, having previously worked at Strategic Wealth Partners (SWP). Prior to joining the firm, Ashley worked with ultra-high-net-worth multigenerational families at Credit Suisse Family Wealth Management. She helped families ensure that future generations understand and appreciate how their families’ wealth was accumulated and recognize how to preserve wealth and family values.
Ashey serves on the Professional Advisory Board of the Chicago Foundation for Women and is a legacy partner with Lurie Children’s Hospital. She is also a CFP® Professional Member of the Financial Planning Association (FPA)
Ashley is enjoying the most challenging and rewarding task of being a mother to two young boys. When not around their home on the North Shore, Ashley and her boys love spending time with family in Northern Wisconsin.
Education and Professional Milestones
-University of Wisconsin Madison – bachelor’s degree in consumer science – personal finance
Ashley is driven to empower individuals and families with the insight and resources they need to protect and enjoy their hard-earned wealth. She enthusiastically brings a sense of organization to her clients’ financial situation, as well as helps them develop and carry out a long-term plan. With any financial matter, Ashley aims to guide clients about a variety of potential solutions by communicating opportunities and issues relevant to the client’s unique situation. This allows clients to choose what feels right to them, balanced with an understanding of possible financial ramifications. Building an open and honest relationship with clients is central to Ashley’s work ethic and, she believes, is critical to providing advice in each client’s best interest.
Ashley joined Focus Partners in 2026, having previously worked at Strategic Wealth Partners (SWP). Prior to joining the firm, Ashley worked with ultra-high-net-worth multigenerational families at Credit Suisse Family Wealth Management. She helped families ensure that future generations understand and appreciate how their families’ wealth was accumulated and recognize how to preserve wealth and family values.
Ashey serves on the Professional Advisory Board of the Chicago Foundation for Women and is a legacy partner with Lurie Children’s Hospital. She is also a CFP® Professional Member of the Financial Planning Association (FPA)
Ashley is enjoying the most challenging and rewarding task of being a mother to two young boys. When not around their home on the North Shore, Ashley and her boys love spending time with family in Northern Wisconsin.
Education and Professional Milestones
-University of Wisconsin Madison – bachelor’s degree in consumer science – personal finance