Ashley Barb serves as Chief Operating Officer for the retirement & wealth division, bringing more than 15 years of industry experience to the firm. In her role, she is responsible for managing the day-to-day operations, playing an important role in navigating through the complexity of serving advisors needs, advisory retirement plan clients, wealth management clients, and building out infrastructure and tool suites.
Ashley is able to draw upon her past experience in project management and relationship management to oversee organizational enhancements, implementation, reporting and provide oversight of the firm’s day-to-day back-office support, customer service, training, tools, processes, and systems.
Ashley received her Bachelors in Science, Finance from the University of Missouri – Kansas City
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