Episode #10: Ashley Patterson has been in all aspects of the financial service industry. From operations, to recruiting, marketing and sales. She has so much to offer and does a great job in this episode breaking it down. Ashley is a selfless leader who is focused on what gets accomplished instead of who gets the credit. Make sure to tune in and hear all the knowledge she shares!
With over 15 years of industry experience, Ashley Patterson focuses on an educational and solutions-oriented approach to retirement planning. With a diverse background in multi-state pension planning, Ashley's knowledge base is the foundation from which she builds each client's custom retirement plan. Every client has different puzzle pieces and it is important to make each one fit together and in alignment with their goals. She brings each piece together through strategic case design that includes incorporating annuities, investments, life insurance, savings, debt solutions, pensions, and deferred compensation plans. "There are solutions everywhere and my goal is to help my clients understand everything they need to know to make informed decisions, we call them chess moves." Ashley has worked in many different areas of the financial services industry, including operations, recruiting, marketing, and business development. Ashley is a licensed insurance agent in California, Washington, Texas, Arizona, Ohio, and North Carolina. In addition to her individual work with clients, she also serves as a corporate consultant to CEO, Terry Kennedy of Appreciation Financial, and works closely on the company's cutting edge initiatives each school year. Ashley is from Dallas, TX, and is a resident of Las Vegas, NV, and Austin, TX. She is an avid animal rights activist and has two fur babies, Bodhi and Bianca.
Contact Ashley:
Website: www.appreciationfinancial.com
Email: apatterson@appreciationfinancial.com
