Ashlea has served private clients at every point in their savings timeline. From entry-level investing for those beginning their first careers, to retirees looking for ways to make the most of the money they’ve worked so hard to earn, Ashlea has been there to help them achieve their goals. She enjoys playing the dual roles of coach and teammate in the advising process and strives to make each client’s service unique to their best interests. She brings openness, honesty and enthusiasm to the clients she has the pleasure of connecting with. Prime Capital Investment Advisors presents Ashlea and her clients flexibility and autonomy while also prioritizing transparency around the fees and essential services we offer.
Ashlea joins PCIA’s Cedar Rapids office with investment, insurance, and consulting services experience dating back to 2011. She holds her Series 65, Series 63, Series 6, Iowa Commercial Property and Casualty Licenses as well as her Iowa Life and Health Licenses.
Ashlea was born and raised in Northeast Iowa and has had the privilege of serving her peers and her community all the way back to her elementary days in 4-H. She resides on an acreage outside of Fairbank, IA with her husband, Cody, and three young children. In what little free time exists, Ashlea enjoys doing anything that involves gathering people, getting outdoors, exercising, training her horse, hunting, and entertaining the company of family and friends.
Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).
Cedar Rapids, IA 1815 Boyson Rd
Hiawatha, IA 52233
Cedar Rapids, IA
1815 Boyson Rd