Ashlee is our go-to person for all client transactions and works diligently to keep client reporting up-to-date. She is always accessible to clients for questions, big or small. Ashlee has single-handedly re-built the operations department since her start with Optivest in 2007 and is also our in-house technical support team. Ashlee takes pride in accuracy and efficiency, so clients can rest assured that even their most complex matters are in good hands.
Ashlee has obtained the FINRA Series 99 license and is trained on Schwab Portfolio Center, Orion and Eclipse.
Besides her work, Ashlee receives great joy from crafting and spending time with her children and husband.