View in portrait for best experience

Ashley Stokes

Client Service Manager

Ashley Stokes serves as Client Service Manager on the Everland Sandry team at Moneta, where she helps clients stay organized, informed, and confident through the thoughtful execution of their financial plans and proactive, attentive service. 

Ashley was drawn to Moneta by its client-first philosophy, collaborative culture, and commitment to delivering comprehensive, personalized financial advice — values that align with how she approaches her work every day. 

Ashley holds a Bachelor of Science in Business Administration with an emphasis in Finance, a minor in Leadership, and an option in Personal Financial Planning from the University of Colorado Boulder. She furthered her education with a Master of Science in Organizational Leadership, concentrating in Strategic Leadership, also from CU Boulder. 

Outside of the office, Ashley enjoys spending time with family and friends, staying active, and coaching lacrosse. 

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

SpaceX and the IPO Question: How Investors Should Think Beyond the Excitement

June 19, 2026

Few companies have captured the public imagination quite like SpaceX. From reusable rockets to satelli...

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

Monthly Recap – May 2026

Monthly Recap – May 2026

June 10, 2026

May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

June 5, 2026

By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

VIEW ALL ARTICLES

Let’s make every moment count together…