Ashley helps clients align their financial strategies with their long-term goals. She works closely with individuals and families preparing for retirement as well as young professionals, helping them build a strong financial foundation.
Ashley’s primary goal is to simplify financial planning, so her clients feel confident in their financial futures. She takes time to break down complex financial concepts, making them easier to understand and implement. Her goal is to provide well-being, clarity and confidence, allowing her clients to focus on their families, careers and passions while she helps guide them through their financial journeys.
Before joining Raymond James, Ashley worked as a financial advisor with Stifel, where she focused on client prospecting, investment reviews and annuity data management. Prior to that, she served as a client relationship consultant at US Bank. In that role, she assisted clients with new accounts, home equity loans and lines of credit while building lasting client relationships through personalized financial guidance.
Ashley graduated from California State University, Chico, in 2023 with a bachelor’s degree in business administration. She holds Series 7 and 66 securities licenses along with California life, health, accident and annuity certifications. She takes a team-based approach to financial planning, collaborating with colleagues to ensure clients benefit from a wide range of expertise.
Outside the office, Ashley is an active member of the Chico Soroptimist group and The Ninety-Nines, an international organization of female pilots. She enjoys spending time at the gym, being outdoors and flying. Originally from Colusa, California, she now lives in Chico with her partner, Miguel, and their golden retriever, Brewski.
Raymond James is not affiliated with the above organizations and/or charitable causes.
