Last week, I happily returned to yet another tradition that was disrupted by COVID-19: back-to-school shopping. Although I did not miss paying for the rapidly changing school wardrobes of two teenage girls last year, I welcomed the feeling of normalcy the shopping routine brought to my family. COVID-19 and its associated restrictions have had a huge impact on children—educationally, socially, emotionally, and physically. We’ve all seen this. But did you know that, because of the pandemic, children may grow up to be worse off financially than their parents?




Client Relationship Specialist




Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Client Relationship Specialist II
Vice President of Operations and Integrator
Wealth Advisor
Senior Client Relationship Specialist
Senior Wealth Advisor
Wealth Advisor | Director of Business Development
Wealth Advisor
Senior Wealth Advisor / Registered Principal
Senior Wealth Advisor / Registered Principal