Ashley has worked in the Insurance and Financial Services industry since she graduated from Davenport University in 2013, with her Bachelor’s Degree in Marketing. Since then, she has attained the CERTIFIED FINANCIAL PLANNER™ certification. She enjoys working with Advisors to understand and serve each client’s needs and providing a personalized experience. Prior to joining Liberty Wealth Advisors®, Ashley worked as an Office Coordinator at a financial advisory firm in Troy, Michigan, where she had also obtained her National Life and Health Insurance Producer license in addition to the Series 65 license.

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”).

Locations Served