Stifel | Ashlee Ashlock, CDFA

I believe that goals should drive investments – not the other way around. That is why I employ a life-centered approach. This approach helps clients measure their progress by attaining their specific life goals, rather than solely focusing on investment performance. I implement this by ensuring my clients' goals are up to date and their investments are aligned with these goals on a regular basis. I bring a disciplined process, strategic approach, detailed planning methods, and a broad range of resources to the relationship.