The Carruthers Team

Ashley Carruthers CFP^®, EPC, CIM^®, CEA, CLU^®
Senior Investment Advisor, Senior Wealth Advisor, Portfolio Manager

I’ve been told that my brain is a steel trap. Yes, it drives my family and friends crazy at times. I do know that our clients really appreciate my attention to detail. I love learning about our clients’ life stories and being a part of their journey.

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Fabiane Gaion
Associate

When it comes to financial planning and investment management, there’s a lot going on. I’m here to make sure our clients never feel overwhelmed. 

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Undaleeb Agha
Assistant

Behind every great client experience is a lot of thoughtful work happening in the background, and that’s where I come in! My role is to ensure the behind-the-scenes details are handled with care so that our clients feel supported, confident, and never overwhelmed. 

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