As a wealth manager, Ashleigh believes her sole mission is to use her expertise to provide guidance and support that helps her clients live a full life and give generously. The one thing she enjoys the most is her self-appointed position as the “Chief Permission Granter” who influences and challenges her clients to use their wealth as a tool to build the life they want. After serving clients for 18 years, Ashleigh decided to focus on serving the needs of people who desire to incorporate generosity through charitable giving, philanthropy, and legacy planning as a core component of their wealth plan.

The most important things to Ashleigh are her faith, her health, and her family. She cherishes her quiet time at the lake and prefers travel that involves a concert or Broadway show. Ashleigh is an excellent baker, but mediocre kitchen-cleaner. Therefore, she limits her baking to special occasions.

One of Ashleigh’s favorite places to volunteer is with the Volunteer Income Tax Assistance (VITA) program. VITA is an IRS-sponsored free tax preparation program for low- and moderate-income taxpayers. “I enjoy volunteering with VITA because I get to serve hardworking people who need every dollar from their tax refund. I find this program rewarding because we help everyday workers avoid the predatory fees of some tax preparers who target marginalized and vulnerable populations.”

Ashleigh is dedicated to empowering others to embrace their financial journey while making a meaningful impact in their communities, believing that true wealth lies in the lives we touch and the legacies we create.