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 the Boston area of Massachusetts,
Seattle, Washington and Leesburg, Virginia. She now uses the principles she learned in
psychology 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 DC with her husband, Tyler,
son, Liam, daughter, Harper, and golden retriever Bronco. 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* award showcasing rising talent within the financial advisor community.
Education:
Bachelor of Arts, Concentration in Psychology—Harvard University, Cambridge,MA
Certified Financial Planner Certificate Program—Boston University, Boston, MA
Designations & licenses:
CERTIFIED FINANCIAL PLANNER ™ Professional
FINRA General Securities Representative (Series 7)
NASAA Uniform Combined State Law Examination (Series 66)
Massachusetts Life Insurance License
Accredited Investment Fiduciary ® (AIF ® ) Professional Associations:
Financial Planning Association (FPA)
*2019 Investment News 40 under 40, created by Investment News. Presented in June 2019, based on data gathered in 2019. Over 1000 advisors were considered, 40 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.