Our Team
Ashlie Romero
Client Service Associate
As a Client Service Associate, Ashlie assists clients with a wide variety of requests. Whether it is opening an account or completing a transfer, Ashlie strives to provide an outstanding client experience from start to finish.
Ashlie graduated from California State University, East Bay with a bachelor’s degree in human development. She brings seven years of experience in client relations and operational support, focusing on helping others discover their strengths and achieve their goals. Ashlie is passionate about empowering clients with knowledge and strategies that enhance their financial well-being, approaching her work with both empathy and precision.
About
Ashlie Romero
Ashlie lives in the Bay Area, California, with her husband, their high-energy German Shepherd, and two cats. When she’s not spending time with her family, Ashlie enjoys hiking through the Redwoods, listening to wellness podcasts, meditating, and experimenting with new recipes in the kitchen. She is passionate about living a balanced lifestyle and prioritizes growth, mindfulness, and well-being in all that she does.