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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...


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.
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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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