AD
ashleydunn
Practice Management · Compliance · Transition Management
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.
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.
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
- Board Member Grand Rapids Early Discovery Center 2024–present
- Recording Secretary Michigan Association of Calligraphers 2021–2024
- Treasurer Michigan Association of Calligraphers 2015–2020