Ashli has a love for education that spans from her past career to her present client relationships. She spent 12 years in the education field with a primary focus on gifted and talented learning. During her time teaching, she earned a Master’s degree in Administration as well as a Master’s degree in Gifted, Talented and Creative. It was through her time in the classroom teaching financial planning and the function of the markets to her students where she realized the value she could provide in the wealth management industry.

Today, Ashli blends her teaching background with her work as a financial advisor, providing clients with clear, empowering guidance. She holds her SIE, Series 66, Series 7, along with Life, Health, and Annuity licenses, and has earned the Chartered Special Needs Consultant® (ChSNC®) designation. She is also the author of Special Needs, Special Plans: Navigating the Financial Journey for Special Needs Families (2025), which reflects her passion for helping families feel prepared and supported.

Ashli was recognized as part of COMO Business Times 20 Under 40 Class of 2025 in Columbia. She especially enjoys educating and empowering women to feel more confident in financial conversations, and special needs planning continues to hold a special place in her heart.

In the community, Ashli is actively involved with the Chamber of Commerce Women’s Network, serves several nonprofit boards, and is active in supporting her children's schools. She is also engaged with the Agape program through her church.

Outside of work, Ashli is busy with her husband and two sons. They share their home with a Goldador named Royce and a cat named Thomas Jefferson. Together, they enjoy live music, time at the Lake of the Ozarks (where they lived for nearly ten years), and traveling north to favorite vacation spots in Michigan. Ashli and and her husband are craft beer enthusiasts and love visiting breweries when they travel. She also enjoys staying active through strength training and yoga.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services though Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Aligned Wealth Group are not affiliated.

COMO Business Times 20 Under 40 celebrates a select group of outstanding professionals under the age of 40 who are making a significant impact in their industry, demonstrating exceptional leadership, and contributing to the community. Nominations are reviewed by three independent committees to determine the 20 honorees. Award received August 2025. This award is not representative of any investment performance or returns.

Firm Description

Aligned Wealth Group was created to help streamline the financial lives of our clients. In a world that is constantly increasing in complexity, Aligned Wealth helps people think about their financial decisions in a way that helps them know their options and think through what makes sense for them. Financial planning is at the core of what we do for our clients. When people come to inflection points in their lives (getting married, having children, buying a home, sending kids to college, retiring, inheriting money, and thinking about leaving a legacy just to name a few), they are often faced with information overload. This is where we come in. We are here to help sort through the options and assist in aligning your options, your goals, and your overall plan. We believe there is beauty in simplicity and want to help you feel confident a solid financial plan for the future. We take time to get to know you, your goals, big or small, and craft a plan you feel good about.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services though Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Aligned Wealth Group are not affiliated.

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