Ashley spent 18 years as a national account manager for consumer-products companies in Bentonville before bringing that operational discipline to the practice in 2018. She’s the advisor working behind the scenes: the planning analysis, the marketing, and the systems that let the client-facing advisors stay client-facing. If a detail made it into your plan review on time, Ashley probably touched it.
Financial Advisor since 2018
18 years in national account management for consumer packaged goods companies
Team Member for Forbes Best-In-State Wealth Management Teams
2026, 2025, 2024, 2023
Ashley and her husband, Bill, both Missouri natives, moved back from Bentonville in 2018 to be near extended family. They live in Stover with their four children, and between kids’ sports, volunteering, and house projects, the quiet weekend remains theoretical.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com).
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
