Wealth Management Assistant
Ashley is familiar with the South Milwaukee area as she attended Cudahy High School and graduated in 2015. From there, Ashley attended the University of Wisconsin - La Crosse to obtain her Bachelor’s degree in Finance and Economics. She completed her Bachelor’s degree in May 2019 and immediately decided to further her education at the University of Wisconsin - Milwaukee where she worked to obtain her Master’s in Business Administration. While earning her Masters, Ashley worked at USBancorp as a Mutual Fund Administrator starting in June 2019. There she was able to gain deeper knowledge within the investment field and form relationships with advisors that specialize in Exchange Traded Funds.
In April 2021, Ashley left USBancorp in search of new, more growth-driven opportunities and DB Tax & Wealth was, and is, the best fit for that fulfillment. Ashley graduated with her Master’s in Business Administration and began her journey with DBHW Wealth Partners in May 2021. She feels eager and motivated to use her past experience and academic knowledge to benefit her personal and professional goals, all while always assisting the company towards their bottom line.
Ashley plans to strive within her position by continuing her education on the Certified Financial Planner track through attending the American College of Financial Services. Once completing her certification, her main focus is to grow within the company and ensure her work will benefit DBHW Wealth Partners.
Ashley currently lives in Wheeling, IL with her boyfriend, Jake, and their dog, Ollie (Blue Heeler/Dalmatian). Ashley enjoys going to Schaumburg Boomers games, where Jake currently plays, visiting coffee shops and collecting Starbucks mugs from each state/location!