Lead Partner, Financial Planning
Ashley has been in the financial industry and with our firm for over 20 years. As a CERTIFIED FINANCIAL PLANNER professional, Ashley is uniquely qualified to help her clients with a total-needs analysis involving investments, insurance, education and retirement planning. Additionally, she helps research, design, and oversee our firm’s planning resources and technology utilized across all Summit Group clients.
Ashley ran track for and graduated from The College of William and Mary. She is vigorously committed to the community, currently serving in a leadership role on United Way’s Women United Board. She also a member of Women United 10 for 10, Class of 2015.
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