Our advisors

Ashley Johnson

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Ashley Johnson Visit Ashley Johnson's website


Our team

Mija Bartholome

Mija Bartholome

Client Relationship Manager

Personal Intro

Born and raised in Florida, I have always been drawn to the world of finance. With a passion for numbers and analysis, I obtained my Bachelor's degree in Personal Finance at the University of South Florida in 2022. Beyond work, I love staying active, particularly through rock climbing, and searching for the opportunity to embrace the outdoors.

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Tricia Marshall

Tricia Marshall

Operations Director

Personal Intro

Hi, I'm Tricia, a 20-year military veteran who's passionate about helping people and creating efficient processes that make a difference. I enjoy finding solutions that help clients reach their goals. Outside of work, you can usually find me in my garden.

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