Wealth Management Assistant

Ashley Robles

Scottsdale
Risk Management
Investment Planning Strategies
Wealth Management
401k Rollover
Tax Strategies & Management

"Don't live your life with a scarcity mindset, think in abundance." - Drew Afualo

Wealth Management Assistant

Ashley Robles

Scottsdale
Risk Management
Investment Planning Strategies
Wealth Management
401k Rollover
Tax Strategies & Management

"Don't live your life with a scarcity mindset, think in abundance." - Drew Afualo

Colorado State University alumni

Was a combat medic in the U.S. Army

Received Army Commendation Medal

Enjoys spending time in the outdoors

Member of Phoenix Queer Hoopers group

Get to Know Ashley

Ashley is a passionate finance professional who earned a Bachelor of Science in Business Administration with a concentration in Finance. In late 2024, they began working at Trilogy Financial, driven by a deep interest in numbers and a love for learning people's unique stories. Prior to her career in finance, Ashley served as a combat medic in the U.S. Army, where she developed a strong sense of discipline and empathy. Outside of work, she is an avid outdoors enthusiast and traveler, always eager to explore the world. She also enjoys playing basketball with her community, valuing teamwork and camaraderie. Ashley is particularly drawn to working with clients, finding fulfillment in being a small part of their life stories and helping them exceed their potential. Ashley is an Investment Advisor Representative with Trilogy Capital Inc. where she holds her Series 65 registration, as well as her Arizona Health and Life Insurance license.

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Meet Ashley’s Team

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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

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