Ashley is our Operations Manager. She handles all day-to-day client accounts needs and paperwork. She works closely with our clients preparing any new investment account paperwork, account changes, updates, transferring of assets, money requests or contributions. Ashley also helps clients with obtaining investment statements, previous year’s tax returns and generating 1099s for our business clients. In January 2015, Ashley graduated from California State University – Fullerton. She enjoys classic films, such as Philadelphia Story with Cary Grant & Audrey Hepburn, loves In-N-Out Burger and is strongly motivated by her husband and daughters.
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