Financial Strategies of Lake Norman officially welcomed the third generation of family with the addition of Ashley Kinney. She has accelerated at learning all the aspects of back office support. In tandem with her Aunt Kristie, she manages client data across all of our systems. A gifted writer, she composes messages for our social media platforms and email campaigns. She has quickly learned the procedures for sending all client facing messages through our compliance department at Triad. Ashley is also learning the accounting software and operations that come with running a business. In preparation for her new position, Ashley took courses and successfully obtained her NC Notary Public license.
Ashley’s true passion is music. She and her husband Nick have served as worship leaders at their church and have also performed at several weddings and funerals. They live in Bessemer City NC with their dog Jasper and cat Luna. We appreciate Ashley’s interest in helping with the business and she has demonstrated that she truly does care for and appreciate the clients we are honored to serve.