

Ashlyn Wallace
Client Service Assistant
Ashlyn serves as a dedicated Client Associate at KBBS, driven by a strong desire to make a meaningful impact on clients’ lives. Growing up in a family of financial professionals, she developed a profound understanding of the importance of sound financial guidance and its transformative effect on individuals and families.
Ashlyn is committed to delivering objective, high-caliber service, always ensuring that clients’ best interests are prioritized. Her passion for assisting clients is evident in her support of our Financial Advisors, helping them navigate complex financial decisions and empowering clients with the knowledge needed to make informed, confident choices. She takes pride in executing trades that align with clients’ long-term objectives, while actively optimizing portfolios to achieve the best possible outcomes.
Before joining KBBS, Ashlyn honed her skills at Charles Schwab, where she was recognized for her expertise in client relationship management, leadership in collaborative team environments, and her unwavering commitment to client success.
Outside of her professional pursuits, Ashlyn is an amateur photographer, often practicing her craft with her husband, their child, and Golden Retriever. Her family shares a love for travel, and they enjoy spending time together in the kitchen, exploring their passion for cooking and baking.