Ashley assists in every aspect of our Estate Planning Division. She is certified by the Arizona Supreme Court as a Legal Document Preparer. She conducts client interviews, ensuring that each plan is customized to meet each client’s unique needs. Additionally, she prepares the components of the estate plan and assists with transferring assets to the Trust. Before joining Union Retirement Solutions, she was an elementary school teacher. In her free time, Ashley enjoys reading and spending time with her husband and two daughters.