Ashlynne joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as a Wealth Advisor at Waverly. With a tenure of six years in the financial services industry, dating back to May 2017, her journey began at Purdue Federal Credit Union before joining StrategIQ Financial Group in May of 2019, initially as a Client Service Associate. Since then, Ashlynne has progressed through roles, advancing from Client Service Associate to Financial Planner, then to Associate Financial Advisor, and ultimately to the position of Financial Advisor after receiving her CERTIFIED FINANCIAL PLANNER™ certification.
Ashlynne finds fulfillment in aiding clients in achieving their financial goals, engaging in creative problem-solving, embracing continuous learning, and providing education on essential topics like Medicare, Social Security, and Tax Planning, including Roth Conversions. Her particular joy lies in working closely with retirees, understanding their unique financial needs, and assisting them in navigating the complexities of their financial journey.
In life Ashlynne takes pleasure in delving into professional development and leadership books, cherishing moments with her family, and embarking on adventures to new destinations through travel.
Feel free to ask me about the current book I’m engrossed in, inquire about my recent travel experiences, or discuss how I maintain organization and practice time management.