Meet the team
Ashley Costello
CFP®
Senior Director, Wealth Advisor
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About Ashley
Ashley Costello specializes in tax planning because it touches every aspect of financial planning. She especially enjoys working with go-getters because they stop at nothing to achieve their goals and she relates to hard work and perseverance.
Ashley builds a financial plan with her clients to dictate investment recommendations. In many cases, hitting singles and doubles with investments will help them achieve their goals without significant risks.
Ashley has fourteen years of experience and has built a reputation for treating her clients like family. She has jargon-free conversations with them and ensures they feel comfortable with their decisions.
Ashley is a CERTIFIED FINANCIAL PLANNER™ (CFP®️), a Notary, and has her Series 7 and 66 financial licenses. She holds a Bachelor of Arts in Accounting and a Master of Business Administration in Financial Planning and Accounting from Ursuline College.
She enjoys traveling, football, and spending time with her kids. She lives in Cleveland, Ohio.
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™ (CFP®)
Ursuline College, Bachelor’s in Accounting
Ursuline College, MBA with a concentration in financial planning and accounting
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Ashley Costello, CFP®
Senior Director, Wealth Advisor
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