Ashlie Snelling’s number one focus is to be the go-to for all of our clients’ needs. As Operations Director, she handles client onboarding, questions on distributions, statements, online access and so much more.
Prior to joining the Loftus Wealth Strategies team, she was Michael’s Senior Sales Coordinator with AIG SunAmerica for eight years. Collectively, she and Michael have worked together for over 15 years. Ashlie was also owner and Senior Sales Coordinator at Executive Specialty Planners. Ashlie has been in the financial services business for over 20 years.
She works remotely from Concord, North Carolina. Outside of work, she enjoys CrossFit training, being outdoors, assisting with outreach opportunities through her church and spending time with her husband, two children and two grandchildren.