Ashlee Walton, CFP^®

Senior Financial Planner

As Senior Financial Planner, Ashlee works with clients of all ages to help them organize and achieve their financial dreams. Her passion is forming relationships built on trust and sincerity to discover the areas that are most important to each family.

Short-term goals allow her to help with the most pressing items while incorporating long-term goals will enable clients to comfortably prepare for life events such as retirement, passing assets to heirs, saving for a home or simply preparing for the unknown!

A decade of financial planning experience allows her to swiftly navigate all areas of your financial life to pinpoint areas of opportunity and ensure they are all working together advantageously. She believes knowledge is power and always looks for ways to assist James’ clients better.

• CERTIFIED FINANCIAL PLANNER™ professional
• B.S. Financial Services, Wright State University

Away from the office:
Ashlee is a member of the Centerville Rotary and enjoys providing community service to both local and international communities. She enjoys traveling, camping, trying new food and spending time with her husband and daughter. They live in Centerville with their two rescue cats (Felix and Kitty-Bob), a rescue boxer mutt (Poppi) and a French Bulldog (Fat Daddy Rick).
Meet Our Team