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Ashley Helton

Ashley Helton

Sr. Client Service Specialist

With more than a decade of financial services experience, and great traits such as attention to detail, multi-tasking, and problem-solving abilities, Ashley excels at client servicing, account management, and more.

Ashley obtained a bachelor’s degree in finance and a certificate of entrepreneurial management from the University of Iowa.

She has accumulated extensive financial knowledge and skills over the years in the industry. We are proud to have her on our team and greatly value her honesty, integrity, dependability, dedication, and kindness.

From Ashley

I am happy to be part of an organization that truly cares about its clients, that provides top notch service, and that has a charitable focus. We provide personalized, all-encompassing service to our clients and we help them have the confidence, security, and well-being they deserve. 

Truly,

Ashley Helton


Her favorite way to matter is by supporting the Alzheimer’s and the American Brain Tumor Association as these are close to her heart because they have personally affected her family.

Ashley’s favorite activities are spending time with her husband and daughter, working out, and DIY
projects.

A fun fact about her, she studied abroad in Rome and feels lucky that she attended Easter mass at the Vatican with the Pope.

A quirky detail of hers is that she is often compared to Monica from Friends due to her organization and cleanliness habits.

She lives in Santee with her husband, an active-duty military member, and their daughter.