As a Senior Client Service Associate, Ashley supports Vivaldi’s advisors and their clients to help them achieve their investment and financial planning goals. Prior to joining Vivaldi in 2021, Ashley spent four years working for a financial services firm in downtown Chicago specializing in retirement accounts and alternative investments. Ashley graduated from the Ohio State University in Columbus, Ohio with a bachelor’s degree in Financial Planning in 2014. Ashley has two years of previous experience working at a Registered Investment Advisor during college and after graduation.