Whatever your financial goals, Ashlee Wochholz, CRPC, wants to be part of your goal setting. She loves to sit down with her clients and create personal, comprehensive plans that they’re excited to work toward.

 “I love being able to help people plan their financial goals and achieve them, regardless of what that may be to them. I also enjoy estate planning and being able to position clients for generational wealth transfer,” Ashlee says.

We’re excited about Ashlee’s guidance too: INB welcomes her to her new role as Investment Advisor Representative in Bloomington!

A native of LeRoy, Illinois, Ashlee attended Millikin University and earned her bachelor’s degree in psychology. Since then, she’s been in the insurance/financial sector since 2008 and has been a financial advisor since 2017.

As a proactive professional, Ashlee has a proven knowledge of financial planning, business retirement plans, and life insurance needs. During her years in financial advising, she’s gained expertise in monitoring financial market trends and analyzing financial information to create strategies to meet her clients’ financial objectives.

Today, Ashlee lives in Bloomington with her husband of 10 years, Beren, and their two-year-old son, Cameron. The family loves to spend time together and travel, especially to Florida to visit family and to Ashlee’s favorite vacation spot, Jamaica.

In her spare time, Ashlee likes to play and watch sports, enjoy nature, and learn about outer space.

With professional values that align with the INB Wealth department, Ashlee was excited to join the growing team.

“I sincerely enjoy working with the Wealth team, as well as the branch team in Bloomington,” she says. “The people and our team goals are what I love most about my job. We are servicing clients the right way and treating each other the right way.”

Welcome to INB, Ashlee!