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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Choreo | Senior Associate | May 2022 to Present | — |
| RSM US LLP | Tax Intern | Dec 2021 to Apr 2022 | — |
| Northwestern Mutual - St. Croix Wealth Strategies | Associate Wealth Management Advisor | Jan 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 Group | Director of Centralized Planning | Jan 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 Agency | Agent Assistant | Jan 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... |
| Kitchell | Field Office Manager and Accounts Payable Clerk | Jan 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)
| Name | Role | Location |
|---|---|---|
| Associate | Petaluma, CA , United States | |
B Brandon Baker | Associate | VA , United States |
E Ehsan Faraz | Senior Associate | CA , United States |
| Associate | Fort Collins, CO , United States | |
| Senior Associate | Mount Airy, MD , United States | |
| Senior Associate | Reno, NV , United States | |
| Senior Associate | Norman, OK , United States | |
R Roberta Counley | Senior Associate | Rockford, IL , United States |
R Roxanne McNamer | Senior Associate | Saint Paul, MN , United States |
S Sydney Cross | Senior Associate | United States |