Ashlee is a Wealth Management Officer who works with individuals, couples and families on retirement and financial planning. Ashlee has been in banking for over a decade, with the majority of her career specifically in wealth management.
Outside of work, Ashlee is focused on her family. She enjoys learning new things about a wide range of topics, thrift shopping, and animals big and small. Ashlee an active member of the North Liberty Lions Club, currently in the role of secretary, and has previously been on the board of Kirkwood Alumni and Friends and the Professional Women’s Network.
"As a Wealth Management professional I strive to earn my customer’s confidence and reduce their stress as they plan and prepare for the next step in their lives. Preparing for retirement is deeply personal, and is a transition that comes with many questions. My mission in retirement planning with clients is to answer questions and take a process that often feels overwhelming and simplify it with a plan to meet their needs."