Broker Check
Ashley Trlica, CFP®, AEP®

Ashley Trlica, CFP®, AEP®

Wealth Advisor

Ashley brings over 15 years of experience to the firm with extensive knowledge working with high-net-worth clients focused on estate planning needs. Prior to joining Saxon Financial Group, she spent time at Linscomb & Williams and served as a Financial Planner at several Houston-based boutique wealth management firms.


Ashley graduated magna cum laude from the University of Houston, where she earned a Bachelor of Business Administration (B.B.A.) in Finance. She is a member of the Financial Planning Association and the Houston Business and Estate Planning Council. 

Ashley is an active member of her church community, where she serves on the Parish Council. In her free time, she enjoys cooking, reading, and spending time with her husband and their two beautiful daughters