Ashlee Barth

Ashlee grew up in Poland, Ohio, and graduated from Poland Seminary Highschool in 2020. She is in the process of earning her bachelor’s degree in finance from Youngstown State University. She will be graduating a year early in the spring of 2023. She currently holds her Life, Health, and Accident insurance license, and intends to obtain her FINRA Series 7 and 66 securities licenses upon graduation, as well as her Certified Financial Planning Certificate.

Ashlee is currently working under the other financial professionals in the office. She is responsible for handling the minute details of client accounts including distributions, prepping meetings, and scheduling. Once she becomes certified in financial planning her goals are to offer empowering and purposeful ways to manage client investments. She believes her greatest joy in advising will be connecting with others.

When she is not working, she loves taking the time to experience new places and restaurants with family and friends! She also enjoys exercising, reading, listening to podcasts, and watching football. Go Jets!