As a financial advisor in our office, Ashton handles a number of tasks including communicating with and assisting clients, preparing financial plans, and managing paperwork and records. She is also involved in the implementation of various strategies for clients and participates in meetings. She enjoys playing a role in helping clients pursue their financial goals.
Ashton received a Bachelor of Science in Business Administration with a concentration in Finance from Truman State University. She holds life insurance licenses in Missouri, Florida, and Oregon; accident and health insurance licenses in Missouri; long-term care certification in Missouri; and FINRA Series 7 and 66 securities licenses. Ashton is also a CERTIFIED FINANCIAL PLANNER™ professional, and owner and partner of Financial Planners of Missouri.
Outside of the office, Ashton enjoys spending time with family and friends, reading, and working on creative story-based projects.