Client Relationship Manager
Ashley came to Wealth Distribution Strategies, LLC in 2017 with over 10 years of client experience. As a Client Relationship Manager, Ashley is the first point of contact for clients and the go-to for any administrative and operational issues or requests. She works closely with financial advisors and various interoffice professionals to ensure a seamless service experience for our clients. She is dedicated to delivering a superior client experience and building strong relationships that drive value, retention, and growth.
Ashley is currently enrolled in The American College for Financial Services, working towards her Financial Services Certified Professional (FSCP®) designation.
Outside of WDS, Ashley spends time with her husband, Nicholas, son, Myles (2013), and her Golden Retriever, Arlo. She enjoys cooking, spending time with family and friends, trying new local restaurants and wineries, and her newfound love for travel.