Making complex financial decisions simple.
Hi, I’m Ashton, a Financial Advisor with Modern Wealth Strategies.
Who I help
I work with individuals, families and business owners who want financial advice they can understand. Together, we simplify complex decisions, build a long-term plan and stay focused on what matters most.
My approach
Most people don’t need a more complicated financial plan, they need one they can understand and stick with.
I help clients cut through the noise, focus on what they can control and invest with confidence using simple, evidence-based principles.
My background
Before joining Modern Wealth Strategies, I was a Project Manager in Baker Tilly’s Corporate Financial Advisory practice, where I helped oversee complex financial and compliance projects. Today, I bring that same analytical approach to helping clients make thoughtful financial decisions.
Licenses
Series 7, Series 63, and Series 65 held through LPL Financial.
Beyond finance
I live in Cypress with my fiancée, Jasmin, her son, and our boxer, Lilo. Outside of work, I enjoy traveling, staying active, reading, and continuously learning so I can better serve my clients.
What I believe
The best financial plan isn’t the most complicated, it’s the one you’ll understand, stick with and have confidence in for years to come.