Business Processing Specialist
Ashlee joined the Spivak Financial Group in December of 2016. She holds her 7 Securities Licenses, bringing 6+ years of experience in the financial services industry. At the Spivak Financial Group, Ashlee handles Investment Accounts including Brokerage, Alternative Investment, Annuity and Asset Management Accounts, along with providing excellent Customer Service.
Ashlee is an Arizona native who enjoys hiking, reading and spending time with friends, family and her black lab, Chief.