Ashley became Operations Manager following the merger of Moneco Advisors and Lichtenstein Financial in 2023, where she quickly took on expanded responsibilities supporting the firm’s growing operational and tax service needs. Her strong attention to detail and commitment to continuous improvement have made her a key contributor to the efficiency and accuracy of the firm’s internal processes.

In 2026, Ashley was promoted to Tax Operations Manager for Moneco Tax Services, an affiliated firm with Moneco Advisors. In this role, she helps oversee tax preparation workflows, supports CPA review processes, and works to ensure clients receive timely, well-coordinated service throughout the tax season. She enjoys working through complex tax returns and continues to deepen her knowledge of the tax field to better support both clients and colleagues.

Ashley is passionate about expanding her leadership skills and contributing to the continued growth of Moneco’s tax services, helping deliver a seamless and dependable experience for clients.