Ashley Preston, CFP®

Financial Planner, Compliance Manager, & Client Service Manager

Ashley is our Financial Planner, Compliance Manager, and Client Service Manager. In this role, Ashley is responsible for providing financial planning research, ensuring DTIM complies with all federal, state, and local regulations, and supporting our clients and investments.

In May of 2016, Ashley graduated from Kansas State University with a degree in Personal Financial Planning and minors in Business and Leadership Studies. Following graduation, she worked at a large Kansas City area financial planning firm as a Client Service Associate. Ashley joined DTIM in 2017.

In September 2020, Ashley completed the education, examination, experience, and ethics requirements to achieve the CERTIFIED FINANCIAL PLANNER™ certification. She brings with her knowledge of the industry itself and a passion to continue learning.

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