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.

Ryan Thomason serves as the Portfolio Manager for Optivest. He helps lead our due diligence and investment strategies at the firm. Ryan is responsible for researching, developing, and maintaining our investment portfolios to ensure they remain durable and diversified.