Ashley Pearson

Ashley serves as a Financial Executive Assistant to the President and Wealth Manager at the firm, supporting clients in pursuing their financial goals. In her role, she assists in financial planning strategies, client service, and operational management while continuing to develop her own expertise in wealth management and financial planning. She is passionate about helping clients work toward their financial goals while continuing to expand her knowledge and expertise within the financial planning profession. 

Ashley earned a Bachelor of Science in Finance with a minor in Personal Family Financial Planning from the University of Arizona’s Eller College of Management. Since entering the financial service industry, she has gained valuable hands-on experience helping individuals and families navigate important financial decisions while working closely alongside the firm's President. This mentorship provides clients with the benefit of both experienced guidance and a long-term relationship with a financial advisor who is committed to serving them throughout every stage of life.

Passionate about making financial planning accessible and meaningful, Ashley was drawn to the profession by a desire to help everyday families build confidence in their financial future. Whether clients are preparing to purchase a home, save for their children’s education, or plan for retirement, she believes thoughtful financial guidance can help turn goals into achievable outcomes. 

Outside of the office, Ashley enjoys spending time with family, playing pickleball, and relaxing at home with her dogs.