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Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense.

Let’s dive into Ashley’s journey and see how a psychological background and a lot of money conversations turned into a new way of financial advising.

Connect with us!

Ashley Quamme on LinkedIn

Beyond the Plan

Jess Bost on LinkedIn

Lake Avenue Financial

Mark Newfield on LinkedIn

Journey Strategic Wealth

31. From Therapy Couch to Financial Advisor Coach with Ashley Quamme