Ashley is a fully Licensed Financial Advisor Assistant and is the first point of contact for Okanagan Wealth Management Group. She prides herself on providing exceptional customer service and administrative support. Ashley has worked in the financial services industry for over 15 years. Having a genuine interest in good customer service is one of Ashley’s many strengths.
Ashley has completed the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials. Ashley takes a lifelong approach to education and is always working on the next course on her journey.
Born in Vancouver and raised in Penticton, Ashley grew up in an entrepreneurial family and knows the importance of customer service and exceeding expectations. She can be found most weekends hiking the lovely scenes of the Okanagan with her husband Paul or their two boys Riley and Declan.