Ashley joined Highline Wealth Management, a predecessor firm of Wealthspire, in 2008 and is currently co-head of the firm’s Rockville, MD office. She has almost 20 years of experience in the wealth management industry, and in her role as an advisor, she coordinates the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service. Previously, Ashley worked with Convergent Wealth Advisors for eight years as an advisor to numerous clients, client families, family offices, and institutions. She is an active member in the Investments and Wealth Institute, and serves as finance chair at Chevy Chase United Methodist Church.

Previous Experience

  • Director at Highline Wealth Management
  • Associate Director at Convergent Wealth Advisors
  • Staff Accountant at PwC

Education & Credentials

  • BSBA, American University – Kogod School of Business, Accounting Concentration
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Series 65 license