Client Services Plan Specialist
Aldrich Wealth LP
- Corporate retirement plans
- Employee benefits paralegal
Ashley has been involved with retirement plans for 14 years and has nearly two decades of experience in client service roles. As a former employee benefits paralegal, she has a wealth of expertise to offer clients. Ashley works closely with corporate retirement plan sponsors and participants, providing support on the investment management side of corporate retirement plans. She listens carefully to clients’ needs in order to help them successfully meet their goals and is passionate about leaving them with a smile.
Ashley received her degree in paralegal studies from Pioneer Pacific College.
Away from work, Ashley stays busy with her husband and 3 children who are all outdoor enthusiasts and ardent Oregon Ducks fans.