Ashlee Wochholz, CRPC®
Osaic Institutions Investment Advisor Representative
Whatever your financial goals are, Ashlee Wochholz wants to be part of your goal setting. She loves to sit down with her clients and create a personal, comprehensive plan that they’re excited to work toward.
“I love being able to help people plan their financial goals and achieve them, regardless of what that may be to them. I also enjoy estate planning and being able to position clients for generational wealth transfer,” Ashlee says.
A native of LeRoy, Illinois, Ashlee attended Millikin University and earned her bachelor’s degree in psychology. Since then, she’s been in the insurance/financial sector since 2008 and has been a financial advisor since 2017.
As a proactive professional, Ashlee has a proven knowledge of financial planning, business retirement plans, and life insurance needs. During her years in financial advising, she’s gained expertise in monitoring financial market trends and analyzing financial information in order to create strategies to meet her clients’ financial objectives.
Today, Ashlee lives in Bloomington with her husband, Beren, and their son, Cameron. The family loves to spend time together and travel, especially to Florida to visit family and to Ashlee’s favorite vacation spot, Jamaica.
In her spare time, Ashlee likes to play and watch sports, enjoy nature, learn about outer space, and fit in a nap when she can.