Ashlee joined Hilliard Lyons in 2012 as a Cash Associate in the Operations Department prior to the firm’s transition to Baird in 2019.
She became a lead member of the Estes Holland Group in early 2018, where her main role is to create and nurture long-term relationships with clients.
Ashlee currently has deep financial planning system expertise, runs part of our comprehensive eMoney planning process, and is a go to for the team and office, with institutional knowledge on systems and processes within the team and Baird.
When Ashlee isn’t working, you can find her at home with her family or at the Racetrack cheering on her son, Cain. Ashlee and her husband welcomed their second boy, Calvin, in February of this year.