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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.