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Ashley Mays

CFP®

Senior Associate, Wealth Advisor

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About Ashley

Ashley enjoys enthusiastic and curious clients. She especially likes those willing to ask
questions and think unconventionally.

Ashley enjoys collaborating with her clients to imagine their future. To help them visualize
different scenarios, she uses interactive planning software to walk clients through each input,
assumption, and projection. For example, they can look at how a home renovation, a second
house, or spending more in retirement will impact their overall plan or, conversely, what their
future net worth could look like if they save more now. She runs such scenarios daily.

Ashley measures success by the client’s goals. Some clients want to leave an inheritance,
others want to retire early, and others want to continue working. When she understands what’s
important to the client, she can help them craft a way to achieve it.

Ashley has her Series 7 (inactive), Series 65, and CFP®. She holds a B.S. in Business
Administration with a concentration in Financial Planning from Edinboro University in
Pennsylvania.

When not helping plan her clients’ futures, she enjoys the outdoors on a sunny day. She lives
with her husband and their golden retriever in Thompson, OH.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.


Accreditation & Education

Certified Financial Planner™
Bachelor of Science in Business Administration – Financial Planning from Edinboro University


Up Close

When not helping plan her clients’ futures, she enjoys the outdoors on a sunny day. She lives
with her husband and their golden retriever in Thompson, OH.

contact your financial planning specialist

Ashley Mays,

CFP®

Senior Associate, Wealth Advisor