Choice Companies, LLC
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Ashli Wheaton
Ashli began her financial planning career in 1997 and as a seasoned financial professional, her primary focus is the creation of retirement, investment and estate plans to help her clients realize their financial and life goals. Her low-key style and approach to client detail have made her one of the most sought after financial advisors in the area.
Ashli graduated from The University of Tennessee in May of 1995 with her Bachelor of Science in Communications and from there earned the designation of Registered Financial Consultant from Kaplan University.
As a longtime resident of Tennessee and Rutherford County, Ashli has been very active in her community. She has served on numerous boards and was a graduate of the Leadership Rutherford class of 2004.
Outside of the office, Ashli enjoys spending time with her husband Lance and their two children Will and John David. Ashli enjoys exercising, shopping, and University of Tennessee football.