Broker Check

Craig Ivy CFP ® & Ashley Trlica, CFP®, AEP® Join Our Team as Wealth Advisors

July 07, 2023

We are excited to announce that Craig Ivy and Ashley Trlica have recently joined our team as Wealth Advisors. With experience in retirement planning, estate planning, wealth preservation and risk management services, these two financial professionals bring with them an extensive wealth of knowledge and a commitment to putting the needs of their clients first. Our company is committed to helping clients reach their financial goals in a sustainable way, and having these two esteemed professionals on board further advances our mission.

Craig is a Certified Financial Planner and brings over 15 years of experience in the finance sector, including a deep understanding of investments, retirement planning, and wealth management strategies. His background also includes helping clients navigate complex financial challenges while creating lasting relationships built on trust. He is committed to offering personalized advice tailored to each client's individual needs and goals. 

Over the past 15 years, Craig spent time at Merrill Lynch and Linscomb and Williams prior to joining us. He brings with him extensive experience in the industry.

Ashley is a Certified Financial Planner and a Accredited Estate Planner. With over 15 years of experience, Ashley is a seasoned professional when it comes to working with high-net-worth clients. Her expertise lies in estate planning and she has worked with several wealth management advisory firms in Houston, including Linscomb & Williams. With her knowledge and experience, Ashley is dedicated to helping our clients navigate the complex world of estate planning and achieve their financial goals. 

We are confident that Craig and Ashley will bring a wealth of knowledge, experience, and enthusiasm to our team. Their skillsets and personalities will add great value to the workplace; they have already demonstrated a strong commitment to excellence and customer service. We look forward to seeing the results of this collaboration in the coming months as we continue to work together towards mutual success. Thank you for joining us in this journey. Welcome to the Team!