Ashley is a Certified Financial Planner™. He has been a financial advisor since 1993. He worked with Merrill Lynch from 1993-1999 and UBS from 1999-2004 before becoming an independent advisor in 2004. Ashley co-hosted a financial planning radio show in Dallas/ Fort Worth from 2002-2003.

Ashley is currently a registered representative and offers securities and advisory services through LPL Financial Services– Member FINRA/SIPC.

Ashley has volunteered time in the past with Crown Financial Ministries- an organization committed to upholding biblical values in relation to life stewardship issues. Additionally, he earned the designation Qualified Kingdom Advisor by completing over 20 hours of training in biblically based stewardship curriculum.

Ashley has written Stewardship Mandate– a book encouraging all Christians to strive for excellence in the stewardship of the resources God entrusts to us.

Ashley is a graduate of Baylor University and has taken classes at Westminster Theological Seminary in Dallas to increase his understanding of the Bible.  He is married to Amy and has two children Hudson and Hope.

I keep my business overhead low and client base small so that I can give excellent care and charge fees that are below industry averages. I am currently near capacity of the amount of clients that I choose to serve (200). If you are in search of an adviser in the following areas, contact me by email or phone:

1. Helping you identify goals in the areas of financial freedom, education savings, insurance, legacy planning and whole-life stewardship. I provide a process towards achieving those goals. My goal is to encourage clients towards excellence in the use of money, abilities, time and health.
2. Offering fee-based accounts that charge less than industry averages. I follow a disciplined, institution-like investment process for clients that includes exposure to nine asset classes: large company stocks; small-mid company stocks; international stocks; real estate; fixed income; inflation-protection bonds; absolute return strategies; commodities and cash reserves.
3. For clients who are interested in aligning faith with finances, I offer managed accounts that invest with a biblical worldview- screening out companies that profit from abortion, pornography, gambling and other ethical concerns.
4. Providing expertise in small-business retirement plans; charitable giving strategies; pension evaluations; tax consequences and/or asset protection strategies.

If we are a good match, I will give you the option of paying for my services by an hourly fee or a combination of fees and commissions on investment assets. I cap my annual fee in order that those who have larger asset pools are not paying a disproportionate share of fees. This has saved some clients a significant amount versus other Wall Street firms. I am developing a network of stewardship-minded financial advisors around the U.S. that I can refer you to if we are not a good match.

I consider the responsibility of giving advice to be a crucial stewardship. I pray daily for wisdom to give counsel that is true and practical. I center my financial advice around five biblical principles:

1. Look out for my client’s interest (Philippians 2:3-4)
2. Focus on big-picture, eternal priorities (Matthew 6:20)
3. Eliminate debt and build up cash reserves (Romans 13:8)
4. Diversify assets to manage risk (Ecclesiastes 11:2)
5. Stay Organized (2 Kings 20:1)