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Financial Planner and Wealth Advisor
Vantage Point Financial

Ashley has always had a passion for helping people. She earned her BA in psychology from Harvard University and planned on becoming a psychologist after graduation. She never would have thought that 10 years later she would be a co-owner of an independent financial planning firm with offices in Boston, Massachusetts, and Seattle, Washington. She now uses those principles to help families make smart, confident, and educated financial decisions to improve their overall well-being and financial stability. Ashley derives the energy she brings to her clients from her outside-of-work activities and lifestyle. She splits her year living both in Boston and Seattle with her husband, Tyler, son, Liam and daughter, Harper. When Ashley is not working, volunteering, or enjoying time with her family, you can find her playing ice hockey, hitting the links, or training for her next marathon. Ashley joined Vantage Point Financial in July 2012 as a client services manager. She earned her CERTIFIED FINANCIAL PLANNER® certification from Boston University in 2015. Ashley became an Investment Adviser Representative of Commonwealth Financial Network® in 2016. In 2018, Ashley was named partner and became a co-owner of Vantage Point Financial. Ashley’s accomplishments, industry contributions, and leadership were recognized in 2019 when she was named to InvestmentNews’ 40 Under 40.