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Ashton Wolter

Ashton Wolter

Investment Advisor Representative

As a junior financial advisor, Ashton handles a number of the Kirksville office’s day-to-day tasks, including welcoming people when they enter the office; communicating with and assisting clients; and managing paperwork, files, and records. She is also involved in the implementation of various strategies for clients and participates in meetings at the Kirksville office. 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 and Florida; accident and health insurance licenses in Missouri; long-term care certification in Missouri; and FINRA Series 7 and 66 securities licenses.

Outside of the office, Ashton enjoys spending time with family and friends, volunteering at the local community theatre, reading, and writing.