Ashley Heineman began her wealth management career in 2017 and specializes in alternative investment operations and client support. She has supported advisors and worked directly with clients across several firms, including United Capital, Goldman Sachs, Creative Planning, and Fisher Investments.
Ashley holds her Series 65 license and is known for her detail-oriented approach and commitment to delivering a seamless client experience. Outside of work, she enjoys Pilates, weightlifting, traveling, and spending time with her dog, Nya.