A seasoned financial services professional with over 20 years of industry experience (beginning in 2001). Transitioning to a compliance officer role in 2014, Ashley’s journey began with dual Bachelor degrees in Banking & Finance and Financial Services. Her extensive career spans client-facing and back-office positions at renowned institutions like EverBank, Northwestern Mutual, Ameriprise Financial, Fidelity Investments, and Deutsche Bank, providing her with a comprehensive perspective on client needs and business operations. With a Master of Business Administration (MBA) degree and an Investment Advisor Certified Compliance Professional (IACCP ®) designation, Ashley’s role is to ensure that our firm adheres to everchanging regulatory guidelines and industry standards to maintain ethical and legal operations.