Ashley has expertise in working with business owners around the interconnection of their businesses and personal planning. Before he was 30, Ashley was one of the youngest Vice Presidents at the largest investment firm in the world. He is certified as a financial planner by the Financial Planning Assocation of North Alabama. He is also a Certified Private Wealth Advisor®, Retirement Income Certified Professional®, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor®. Ashley holds a bachelor’s degree in marketing/management from Troy University.

Born and raised in Houston, Texas and instilled with an entrepreneurial drive from entrepreneurial parents; Steve enjoys leading people, business development and helping others. Steve holds a bachelor of arts in communication and a MBA in international business from the University of Houston. He is certified as a financial planner by New York University and the Certified Financial Planner Board of Standards, Inc. (CFP Board). Steve is a member of Alpha Kappa Psi business fraternity as well as Sigma Alpha Pi, also known as The National Society of Leadership and Success.