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ashleydunn

Practice Management · Compliance · Transition Management

I live in Grand Rapids, Michigan with my husband Andrew and our two sons, Alasdair and Atticus. Our extended family is mostly in West Michigan and we love our city and the proximity to the lakeshore. Most of our time is spent following the boys into whatever they're curious about next, and that rhythm shapes how I think about community, service, and showing up for people.

Financial services professional with 15+ years in practice management, compliance, and client experience. I build cohesion between advisors and operations through practice acquisitions, onboarding, and regulatory change, and I bring that same lens to strategic and transformative work.

Highlights

Career Focus · 2006–2025
15+
Years in Financial Services

Operations, compliance, client service, and tax advisory, with a thread of piloting new processes and tools before firm-wide rollout.

20
Team Members Led

Client service associates and financial advisors across two regional markets.

6
Practices Onboarded

Acquisitions and recruit onboarding, from due diligence through full integration.

93%
Client Retention

Over a decade of direct client relationships across a wide range of account types and household needs.

200+
Households Served

Complex estate settlements at the most difficult moments: coordinating beneficiaries, trusts, and asset retention through loss.

5
Consecutive Years Recognized

Recognized annually as nominee, honoree, and top performer across five consecutive years.

3
Years on National Committee

National service and operations input team, contributing recaps and driving regional adoption.

Credentials

SIE — Securities Industry Essentials FINRA Series 7 — General Securities Representative FINRA Series 66 — Uniform Combined State Law FINRA
Variable Annuities Michigan
Life Insurance Michigan
Notary Public Michigan
Series 24 — General Securities Principal in process
CMFA — Certified Military Financial Advisor in process

Community