Background

Ashley is an alumnus of University of Massachusetts where she earned her B.S. in Business Administration. Following many client facing roles post-graduation, she completed her Master’s degree in 2015, graduating with her MBA in Global Finance with honors from Bryant University. Ashley began working with Centerpoint during the latter half of her MBA program and obtained her FINRA series 65 license thereafter. She has since completed the Financial Therapy Graduate Program at Kansas State University, a leading institution in the field, as well as all Financial Therapy Association training modules with success leading to her CFT-™ certification. Ashley is a steward of mindfulness and in constant pursuit of the best resources to assist clients in reaching financial comfort.

Working at Centerpoint

Ashley helps Centerpoint clients build a better relationship with their wealth. She facilitates many of our financial coaching programs providing both emotional and educational resources for clients across ages. These include financial coaching, therapy and literacy, college and retirement savings strategies, family round-table facilitation and moderation, and pre-marital financial counseling. Ashley is active on the Board of Directors for the Financial Therapy Association where she is the 2024 President. Ashley has been interviewed in media outlets including CNN,The Wall Street Journal, New York Times, Real Simple Magazine, NPR, the Boston Globe, CNBC, Acorns Grow, MarketWatch among others for her work in the financial therapy field, and was published in the Journal of Financial Therapy for her team’s award winning research on assisting grieving widows.

Outside the Office

During her downtime Ashley explores beaches, parks, and trails where her children can explore and be curious. Her husband is a retired Navy Veteran having served 20 years in the military. Together they enjoy golfing, boating, and planning getaways to visit a unique American destination every year. Ashley is also a Girl Scout leader that is passionate about providing educational programming and activities that embrace creativity, and assists young leaders in developing kindness, coping, and compassion skills, as well as a Letters of Love volunteer.