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Ashton Wolter, Owner and Partner

Ashton Wolter, Owner and Partner

CERTIFIED FINANCIAL PLANNERâ„¢

As a financial advisor in our office, Ashton participates in meetings and is involved in the implementation of various strategies for clients. She also manages a number of tasks including preparing financial plans, handling client requests, and organizing office activities. 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, Illinois, Florida, and Oregon; 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.