Client Relationship Manager

Ashley has worked in the Insurance and Financial Services industry since she's graduated Davenport University in 2013, with her Bachelor's Degree in Marketing. Since then, she has obtained her National Life and Health Insurance Producer license in addition to the Series 65 license. She enjoys working with Advisors to understand and serve each client's needs and providing a personalized experience. Ashley is working toward attaining the CERTIFIED FINANCIAL PLANNERTM   Certification. Prior to joing Portfolio Solutions, Ashley worked as an Office Coordinator at a financial advisory firm in Troy, MI

Go Back