Investment & Planning

Born and raised in the Washington, D.C. area, Ashleigh earned her Bachelor of Science from the Kogod School of Business at American University, majoring in business administration and finance. She brings a wealth of expertise to her role at Westmount, enhanced by her FINRA Series 65 license, Chartered Life Underwriter (CLU®) designation, and CERTIFIED FINANCIAL PLANNER™ certification.

In her role, Ashleigh works closely with clients on retirement, trust and estate planning, insurance, taxes, and more. Prior to Westmount, she held significant positions at Convergent Wealth Advisors in D.C. and within Private Client Services at Capital Group.

Ashleigh balances her life with passions that keep her grounded outside of work. She is an avid hot yoga practitioner, finding inspiration in its philosophy of harmony and mindfulness, which strongly influences her approach to wealth management. In her free time, you’ll often spot Ashleigh enjoying the outdoors with her dog, Monty.

Ashleigh exemplifies a rare blend of expertise, empathy, and dedication in pursuing financial stewardship. Whether guiding clients through investment strategies or fostering a community of well-being through yoga, she upholds values of integrity and holistic success.