An accomplished professional with extensive family office experience, Ashley has provided financial and administrative accounting services to high net worth individuals since joining the JDJ team in 2007. Ashley works closely with team members to provide a customized suite of services to JDJ clients, including financial reporting, investment administration, budgeting and cash management, tax planning and coordination, facilitation of financial transactions, payroll administration, as well as estate planning and implementation.
Clients and their professional advisors rely on Ashley’s attention to detail and keen analytical skills. Ashley’s ability to manage complex relationships in a professional, proactive manner earns her the respect of clients, advisors, and colleagues alike.
Ashley is Team Leader of one of JDJ’s client service teams. In this role, she helps ensure superior client service and continuity of client experience throughout the firm. Her responsibilities also include managing client deliverables, the allocation of internal resources, and the professional development of team members.
Ashley's prior responsibilities included managing JDJ's corporate accounting, financial reporting, and benefits program.
Ashley holds a Bachelor’s of Science degree in Business Administration with a concentration in Management from Bryant University. She is a Certified Financial Planner™ professional and notary public. Ashley earned a certificate in Estate Planning from the American Institute of CPAs. In addition, Ashley is an active member of USA 500 Clubs, a networking organization for senior-level advisors.