As CRS Process Specialist, Ashley serves as the liaison for investment and advisory team, executing client requests and providing implementation support on behalf of the CRS advisor group. Ashley is also a CRS Tax Solutions, tax preparer from February to April 15th each year.
Ashley was born in Indianapolis, IN, graduated from Avon High School and attended college at Ivy Tech Community College. Ashley has professional experience in Financial and Hospitality industries. Her time spent working with The Prudential Insurance Company of America aided in her personal development in client interaction, analytics, insurance, retirement, and investment knowledge.
In her free time, Ashley enjoys exploring her neighborhood in Downtown Indianapolis, local community hot spots, spending time with her family and friends and her cat, James. She loves plants, animals, outdoor activities and exploring cultural cuisine.