Client Services Manager
Ashley is the friendly voice you'll usually hear when calling our Nashville office. She is responsible for handling the service side of our business. This includes entering client check requests, generating reports, providing copies of tax documents and statements, and preparing client paperwork. She is excited to be a part of the financial services industry and is an integral and trusted part of our team.
Ashley's passion is dance, and she enjoys teaching different styles of dance to all ages. She is determined to own a private dance school in the future.