Ashley Preston

Client Service Manager/Paraplanner

Ashley is our Client Service Manager/Paraplanner. In this role, Ashley is responsible for all activities related to supporting our clients, including opening new accounts and managing asset transfers. She is also responsible for assisting the firm's principals with financial planning research. Ashley graduated from Kansas State University in May 2016 with a degree in Personal Financial Planning. Following graduation, she worked at a larger Kansas City area financial planning firm as a Client Service Associate. Ashley brings with her knowledge of the industry itself and a passion to continue learning.


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