A product of the nation’s capital delivered all the way to Idaho. Ashley is a Montana State University Outstanding Graduate with her Masters in Family Financial Planning. She is a licensed CFP® Professional with four years prior experience serving clients as a Financial Paraplanner Qualified Professional TM.
She is an active member of Boise Young Professionals (BYP), a program of the Boise Metro Chamber of Commerce, and the AFCPE®, a nationally recognized leadership organization bringing research, education, and practice together to enhance the economic well-being of individuals and families worldwide.
Ashley is responsible for establishing and maintain ongoing client relationships. She has an unprecedented ability to understand human behavior as the result of her earlier studies of Psychology and Criminal Justice, Bachelors of Science from Boise State University. During her tenure with Berkeley, Inc. she has developed an approach to humanize financial planning every step of the way, ensuring successful implementation of planning recommendations. Ashley’s dedicated passion and desire to further enhance the lives of each client we serve through proactive financial planning combined with over ten years of experience working in high-paced client centered environments gives her an unprecedented ability to handle client affairs almost instantaneously.
She and her husband, Jeff, are the proud parents of four extraordinary little girls. Although one of their precious little girls is no longer with them, she continues to teach the priceless value of life, family, and friends! Values, for which Berkeley, Inc. bases the foundation of their client relationships.