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Ashley Fowler

Ashley Fowler

Senior Associate at Choreo, LLC

United States

About

Ashley Fowler is an Associate Director of Wealth Management at Choreo, based in Cedar Rapids, Iowa. In her role, she advises clients on comprehensive financial planning, utilizing her expertise in wealth management, tax strategy, and insurance to develop tailored solutions for individuals and families. She is a Certified Divorce Financial Analyst® (CDFA®), indicating a specialized focus on advising clients navigating complex financial transitions such as divorce and related planning needs.

Ashley has built her career in financial services, previously working as a Senior Associate at Choreo and as a Tax Intern with RSM US LLP, where she developed strong technical skills in tax matters. Earlier in her career, she served as an Associate Wealth Management Advisor at Northwestern Mutual - St. Croix Wealth Strategies, providing foundational experience in both investments and client service. Her background provides a multidisciplinary approach to asset management, tax efficiency, and risk mitigation strategies for her clients.

She holds a Bachelor of Business Administration (BBA) in Accounting from The University of Iowa Tippie College of Business, equipping her with a robust knowledge base in accounting and finance. Ashley’s professional credentials and track record reflect her commitment to effective wealth management solutions, particularly for clients with needs in tax-aware strategies, insurance, and divorce-related financial planning.

Career History

OrganizationRoleDate RangeDetails
ChoreoSenior AssociateMay 2022 to Present
RSM US LLPTax InternDec 2021 to Apr 2022
Northwestern Mutual - St. Croix Wealth StrategiesAssociate Wealth Management AdvisorJan 2012 to Jan 2013
• Worked closely with and assisted 3 Senior Wealth Management Advisors specializing in insurance, investments, and retirement asset fund allocation. • Client portfolio management and investment strate...
Northwestern Mutual-Bohannon GroupDirector of Centralized PlanningJan 2011 to Jan 2012
• Supported client financial planning using various insurance and investment products based on a customized plan for each client • Case consultations with advisors focused on the clients individualize...
American Family Insurance - Grandbois AgencyAgent AssistantJan 2005 to Jan 2006
• Performed various support duties and processes for insurance transactions for 2 agents • Received, reviewed, evaluated and entered incoming documents to ensure accuracy and appropriateness of applic...
KitchellField Office Manager and Accounts Payable ClerkJan 2000 to Jan 2005
• Entered accounts payables, cut checks, entered payroll • Entered contracts, change orders, meeting minutes • Kept Insurance requirements of subcontractors to date with regulations • Full support of ...

Education

The University of Iowa Tippie College of Business

Bachelor of Business Administration - BBA, Accounting

2019 2021

Others at Choreo, LLC (16)

NameRoleLocation
Andrea Ringlein
Andrea Ringlein
AssociatePetaluma, CA , United States
B
Brandon Baker
AssociateVA , United States
E
Ehsan Faraz
Senior AssociateCA , United States
Kasia Kondracka
Kasia Kondracka
AssociateFort Collins, CO , United States
Lianna Meiburger
Lianna Meiburger
Senior AssociateMount Airy, MD , United States
Naam Bailey
Naam Bailey
Senior AssociateReno, NV , United States
Nikki Wright
Nikki Wright
Senior AssociateNorman, OK , United States
R
Roberta Counley
Senior AssociateRockford, IL , United States
R
Roxanne McNamer
Senior AssociateSaint Paul, MN , United States
S
Sydney Cross
Senior AssociateUnited States
Showing 1-10 of 16 team members