Email: [email protected]
Ashlee is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Wealth Strategist (CWS®), and Wealth Advisor with Copper Leaf Financial. She has a Bachelor’s degree in business and a certificate for entrepreneurial management from the University of Iowa. Most recently, Ashlee spent 12 years as an Advisor for Schwab Wealth Advisory in Phoenix, Arizona.
Ashlee’s passion is to help clients find success and comfort in complex financial areas. Every client’s goals, feelings, and family dynamics are unique, and she is committed to knowing her clients personally and to understand what is most important to them. This commitment enables her to help implement and maintain her client’s comprehensive financial plan – one that will keep them on track to achieve their vision of financial success.
Ashlee and her husband look forward to the Vermont seasons and making the Green Mountain State their home. They enjoy the outdoors and traveling, and also have a personal goal of hiking the highest point in every state which she is currently at 31/50! They have three pets that are spoiled like children, two cats and a dog.