Client Services Specialist
ashley@elevationcapitalstrategies.com

Ashley is our Client Services Specialist at Elevation Capital Advisory, joining our team in 2023. She comes with an intensive finance background, being an accounting clerk for 15 years. Ashley believes in treating everyone with kindness and doing everything she can to ensure the team works efficiently to deliver high quality client experience.

She gladly assists clients with diverse service tasks, handles overflow service requests, and manages various activities related to annuity maintenance. Ashley ensures exceptional service, striving to provide timely resolution to client inquiries and addressing day-to-day client needs.

In her free time, Ashley enjoys spending time with her mother and dog, hiking, baking/cooking, music, horseback riding and painting. As a true New Yorker, she roots for her beloved Yankees.