Client Service Associate
Ashleigh builds order where others see chaos. She entered finance in 2008 as a Bank of America teller, rose into branch management, and shifted to the RIA world in 2018—supporting two advisory firms across operations. That arc shaped her style: practical, client-centered, and relentless about clean processes, accurate paperwork, and follow-through. She loves translating complexity into checklists that actually get done.
Clients and advisors count on Ashleigh for the “last mile”: onboarding that’s smooth, reviews prepped on time, money movement handled precisely, and issues escalated before they become problems. She pairs calm communication with a get-it-done pace, and she’s happiest when a gnarly back-office snarl turns into a simple, repeatable workflow.
Home base is St. Peters, Missouri, where life is full in the best way: two kids and two high-octane Malinois, Dash and Zara. When she’s off the clock, you’ll find her outside, at a St. Louis Blues game, or planning the next trip—favorite so far is Caye Caulker (2021); next up is a heritage swing through Scotland, Ireland, and London. Long term, she’s eyeing a place by the ocean—somewhere quiet enough to hear the checklist click into place.