Ashley Bennett joined Mosaic Wealth Consulting in 2017 as a Registered Planner Assistant to Paul Yuna & Kevin Testa.
Ashley’s previous work experiences have instilled in her the importance of putting the client’s needs first. She puts this ideal into practice by working to ensure our clients questions and requests are handled correctly and in a timely manner.
Her most recent position was as the Office Manager for a Financial Services Agency in Western PA with over 15 advisors. With an array of duties including Compliance, Bookkeeping, Business Processing, and Client Service Ashley found she enjoyed interacting with clients and addressing the questions or concerns they may have about their accounts. She decided to get her PA Life/Accident/Health Insurance License and her Series 7 and 66 Securities Registrations when she saw the value that could be added to a client’s experience by having someone, in addition to their financial advisor, that they can rely on for questions or service requests.
She looks forward to the opportunity in assisting and learning from Paul and Kevin as they continue to help their clients work towards their financial goals.