Ashley has been working at Prescott Tax & Wealth Management since 2014. She wears multiple “hats” at the company and oversees all day to day operations to ensure things run smoothly. Ashley is our expert on investment account operations which involves everything from account openings, transfers, and money movement. She also generates all 1099’s for our business clients and is in charge of multiple scheduling calendars. Ashley overseas and maintains our numerous technology programs, maintenance, and IT problem solving.
She is the main point of contact for, RightCapital, our net worth and financial planning system. RightCapital allows our clients to link their accounts into one program to see their net worth. It also helps our clients understand how prepared they are for retirement through stress tests, creating multiple retirement scenarios and goals.
Ashley enjoys engaging with our clients and providing them with great customer service. No matter our client’s needs, Ashley is always willing and able to help.
Ashley grew up in Dana Point and is a California native. She graduated from Cal State Fullerton. Ashley enjoys camping and going on hikes with her husband and two daughters.