Cfp® Ashlee Ogrzewalla Cdfa

Ashlee Ogrzewalla, CFP®, CDFA has a diverse work history in the financial industry. Ashlee is currently the Vice President & Manager of Financial Planning & Marketing at Benjamin F. Edwards, where they are responsible for overseeing financial planning operations. Prior to this, they worked as the Director of Financial Planning at Pentegra Retirement Services, where they created and led the SmartGAGE program, providing financial advice and education to thousands of retirement plan participants. Ashlee also served as a Transitional Wealth Management Advisor at Archford Capital Strategies and as the Founder and Advisor of Filtered Finance, Inc., a financial consulting company focused on providing access to financial planning tools to a wider audience. Earlier in their career, they worked as the Director of Financial Planning and Analysis at FINANCIAL SOLUTIONS MIDWEST, LLC and as a Registered Investment Advisor Representative at Cambridge Capital Management, LLC. Throughout their various roles, Ashlee has demonstrated expertise in financial analysis, software proficiency, and client satisfaction.

Ashlee Ogrzewalla completed their Bachelor's degree in Personal Financial Planning from Kansas State University between 2005 and 2008. Ashlee also obtained the CERTIFIED FINANCIAL PLANNER™ Professional certification from the CFP Board in April 2019. Additionally, Ashlee has the certification of Certified Divorce Financial Analyst from InstitedFDA. Ashlee also has an interest in acquiring other certifications such as the Life/Health Insurance License, Series 63, Series 65, and Series 7, although the details of when and where they obtained these certifications are not provided.