February was a volatile month for stocks, with investor concerns around AI, tariffs, and trade policy. The Dow Jones was the best-performing of the large-cap U.S. markets, while international stocks were the best-performing part of the global market. On the economic side, the picture was mixed. Corporate fundamentals remain solid, but fourth-quarter real GDP slowed from the strong second- and third-quarter reports. Consumer confidence showed a slight improvement in February, while the January employment report was better than expected.



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