Alexis A. Ashley

Office Manager

Alexis brings more than 15 years of experience in the retail and financial services industries to our firm. She attended DePaul University in Chicago where she earned a degree in personal financial planning with a specialty in philanthropic planning. She has worked with large institutional investors as well as individual planning clients. Her favorite part of being a part of our team is partnering together to achieve financial freedom.

Alexis grew up in Southern California. She and her husband relocated to the Pacific Northwest fairly recently. Together with their dog Harlequin they are exploring all the PNW has to offer. They especially enjoy going for long drives, kayaking and hiking together. In her spare time she enjoys doing needlework and listening to new music but her real passion is rollerskating. She played amateur roller derby for 5 years and can still be found on her skates on a nice day.

Alexis is committed to supporting our clients and the entire team in their financial pursuits.