Ashley joined River Birch Wealth Management in 2022 as partner in a unique mother-daughter team with a combined 25 years of experience in wealth management. Through Ashley’s time in the industry, she has helped individuals and families address their wealth goals and work toward achieving personal financial milestones. Ashley places importance on financial education and planning, and helps clients make confident decisions in support of their goals.
Ashley graduated from James Madison University with a Bachelor’s of Business Administration in Finance. She holds the Series 7, 63, and 65 Securities registrations through LPL Financial. She is also licensed to sell life, annuity, and long-term care insurance.
As part of her ongoing educational aspirations, Ashley earned the Accredited Behavioral Finance Professional™ designation in 2024.
Ashley is a native of the greater Roanoke area and recently moved to Daleville, where she enjoys spending time with her family, friends, and sweet dog June. In her down time, Ashley enjoys reading, “glamping”, and is an active member in her church.
Accredited Behavioral Finance Professional™ , ABFP™, and the ABFP™ logo are certification marks or registered certification marks of The College for Financial Planning
Institutes Corp. in the United States.
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