Ashley Gragtmans

Ashley Gragtmans is a CERTIFIED FINANCIAL PLANNER^TM practitioner and a Behavioral Financial Advisor^TM. She recently received her Chartered Socially Responsible Investing (SRI) Counselor™ designation. Ashley was awarded the Claritas® Investment Certificate in 2014 by the CFA Institute. She is also a mentor through the CFP Board Mentor Program. The program is designed for those with experience in the field to volunteer to provide advice and support to aspiring CFP® professionals. Ashley is a member of the Financial Planner Association, serves on the Pisgah Legal Young Professionals board and is active with the Women United committee of United Way. She holds a Bachelor of Arts in both accounting and economics, and a minor in management from University of North Carolina at Asheville. Ashley’s passion is to help clients align their money with their goals and values. In her free time she enjoys being outside, hiking, mountain biking, gardening and spending time with her family.

Please note that Ashley is on maternity leave and will not be accepting new clients until she returns in September, 2022.