About Ashley
Ashley Brooks thrives on building and nurturing client relationships, and her success in this area speaks for itself. Driven by her passion for goal setting and planning, she excels at helping clients identify and address their financial challenges, answering their questions and charting a course toward their wealth aspirations. There is nothing more gratifying for Ashley than seeing her clients achieve their objectives.
Ashley’s approach is centered around fostering open and trusting communication with her clients, creating an environment where they feel comfortable asking questions and exploring their options. She views herself as a problem-solver, relishing the daily challenges of guiding clients toward their financial futures. Recognizing the stress that money can impose on various aspects of life, Ashley is committed to alleviating that strain and enhancing her clients’ quality of living. Alongside her client-focused work, Ashley also supports the team through multi-generational and retirement planning and works extensively with women investors.
Ashley holds bachelor’s degrees in both finance and marketing from George Mason University, where she is an active member of the Financial Planning and Wealth Management Advisory Board. She is a CERTIFIED FINANCIAL PLANNER™ professional and completed the financial planning coursework at Northwestern University in 2020. Ashley joined our team in 2021.
Originally from St. Louis, Ashley relocated to Virginia for her studies. She now lives in Fairfax with her husband Cory, a fellow advisor, and their Maltese, Louis. In her free time, Ashley loves exploring new cuisines and working out. Fun fact: Ashley is a triplet!
Ashley Brooks thrives on building and nurturing client relationships, and her success in this area speaks for itself. Driven by her passion for goal setting and planning, she excels at helping clients identify and address their financial challenges, answering their questions and charting a course toward their wealth aspirations. There is nothing more gratifying for Ashley than seeing her clients achieve their objectives.
Ashley’s approach is centered around fostering open and trusting communication with her clients, creating an environment where they feel comfortable asking questions and exploring their options. She views herself as a problem-solver, relishing the daily challenges of guiding clients toward their financial futures. Recognizing the stress that money can impose on various aspects of life, Ashley is committed to alleviating that strain and enhancing her clients’ quality of living. Alongside her client-focused work, Ashley also supports the team through multi-generational and retirement planning and works extensively with women investors.
Ashley holds bachelor’s degrees in both finance and marketing from George Mason University, where she is an active member of the Financial Planning and Wealth Management Advisory Board. She is a CERTIFIED FINANCIAL PLANNER™ professional and completed the financial planning coursework at Northwestern University in 2020. Ashley joined our team in 2021.
Originally from St. Louis, Ashley relocated to Virginia for her studies. She now lives in Fairfax with her husband Cory, a fellow advisor, and their Maltese, Louis. In her free time, Ashley loves exploring new cuisines and working out. Fun fact: Ashley is a triplet!