Ashlee Wochholz, CRPC®

Osaic Institutions Investment Advisor Representative, Officer

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Ashlee Wochholz works out of our Bloomington Branch. She has been in the insurance/financial sector since 2008 and has worked as a financial advisor since 2017.

Ashlee loves being able to help people plan their financial goals and achieve them, regardless of where they’re starting or what their goals are. As a proactive financial adviser, she monitors financial market trends and analyzes financial information in order to create comprehensive strategies to meet her clients’ financial objectives. Estate planning is a particular interest for her, as she strives to help position her clients for generational wealth transfer.

A native of LeRoy, Ashlee now lives in Bloomington with her husband Beren and 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.




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