Ashley N. Montgomery CFP®

Relationship Manager

Ashley enjoys helping Alpha Financial Partners’ clients and assisting with day-to-day operations. In addition to creating marketing materials and running financial reports, she loves to be involved with retirement plan employee education meetings.  Prior to joining Alpha Financial Partners in 2020, Ashley worked as a Social Enterprise Management Intern at DV8 Kitchen.  Ashley is passionate about financial literacy, social entrepreneurship, and helping others.

Ashley graduated from Rossview High School in Clarksville, Tennessee but grew up traveling around the United States while her father served in the Army.  She graduated in May of 2021 with two honors degrees in Finance and Marketing from the University of Kentucky.  Throughout her college career, Ashley was involved with the Baptist Campus Ministry, Red Shoe Crew, Ronald McDonald House, and Alpha Delta Pi.  Ashley graduated in December of 2022 with a Master of Science in Finance degree from Liberty University.  She passed the Certified Financial Planner (CFP®) exam in 2023 and plans to take the Certified Kingdom Advisor exam (CKA®) later in 2023.  Ashley also attends Porter Memorial Baptist Church and enjoys running, traveling with friends, baking, and exploring the outdoors.