Advisor Profile

Ashley is a Senior Associate, Wealth Management at Choreo in Cedar Rapids, Iowa.  With a strong background in financial services, tax strategy, and insurance, she brings a well-rounded perspective to helping clients navigate complex financial decisions. Ashley began her career in the insurance industry as an Agent Assistant at American Family Insurance before taking time off to raise her two sons.  She later returned to school, earning her Bachelor of Business Administration in Accounting from the University of Iowa and completing a tax internship at RSM U.S. LLP in Cedar Rapids.

Since joining Choreo nearly three years ago, Ashley has specialized in wealth management, integrating tax-efficient strategies and financial planning solutions for clients. Prior to her current role, she gained financial services experience serving as an Associate Wealth Management Advisor at Northwestern Mutual, Director of Centralized Planning at Northwestern Mutual – Bohannon Group, and an Agent Assistant at American Family Insurance. She also was a Field Office Manager & Accounts Payable Clerk at Kitchell.

Ashley is passionate about giving back to her community and volunteers with Meals on Wheels and Junior Achievement.  Outside of work, she enjoys golfing, traveling and staying active outdoors with her two kids and two dogs.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CDFA®)
• Institute of Management Associates
• Member American Bar Association
• Member Institute for Divorce Financial Analysts

EDUCATION

• B.B.A., Accounting at University of Iowa