Ashlee Vieregger, J.D., CFP®, CTFA VP, Managing Wealth Advisor
To Ashlee Vieregger, every financial decision is important and deserves careful consideration whether the matter is great or small. By using a comprehensive, hands-on approach, Ashlee helps successful individuals and families make informed financial choices that touch all aspects of their lives, including banking needs, income tax strategies, saving for education, retirement planning, investment management, estate planning, risk management, business succession, and beyond.
Experienced and credentialed, Ashlee brings both an expert perspective and a personal touch to serving her clients. She earned a bachelor’s degree in business administration with a concentration in Finance from Creighton University and a Juris Doctor from Washington University in St. Louis School of Law. Ashlee also holds the CERTIFIED FINANCIAL PLANNER™ and Certified Trust & Financial Advisor designations, both gold standards in the field.
Beyond the workplace, Ashlee’s passion for improving adult financial literacy extends into the community. During income tax season, she serves as a volunteer income tax preparer with United Way’s Volunteer Income Tax Assistance (VITA) program which offers free tax preparation to low and middle-income households in Central Iowa. Each year, the program brings approximately $9 million back into the local community which helps families better meet their basic needs.
Ashlee doesn’t just say she helps people with their personal finances – she delivers value to her clients and gives back to the community.