Ashley Bennett joined Mosaic Wealth Consulting in 2017 in support of Kevin Testa and Paul Yuna’s practices.
Ashley’s previous work experiences have instilled in her the importance of putting client’s needs first. She puts this ideal into practice by working to ensure our clients’ questions and requests are handled correctly and in a timely manner.
Prior to joining Mosaic Wealth Consulting, she was the Office Manager for a Financial Services Agency in Western PA with over 15 advisors. With an array of duties including Compliance, Bookkeeping, Business Processing, and Client Service she found she enjoyed interacting with clients and addressing the questions or concerns they may have about their accounts.
Ashley got her PA Life/Accident/Health Insurance License, Series 7 and 66 Securities Registrations when she saw the value that could be added to a client’s experience by having someone, in addition to their financial advisor, that they can rely on for questions or service requests. She is also an Accredited Wealth Management Advisor℠ and Financial Paraplanner Qualified Professional™ Designee.
*Ashley maintains her AWMA® designation and only provides administrative services to LFA financial planners and professionals. While she is licensed as a registered representative of LFA, she acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an LFA client.