Ashley N. Mongan
Ashley provides administrative and operational support to the team. Serving clients in a timely and accurate manner brings her a great deal of satisfaction. She obtained the Series 7 and 63 licenses in 2015, and holds a BS degree in Finance and International Studies from Indiana University.
“I am committed to giving our clients the client experience they deserve.”
Please reach out to Ashley with the following:
- Appointment scheduling/rescheduling
- Check requests or money transfers
- Requests for forms/statements/1099s
- Update contact information