Ashlee deSteiger (CFA, CFP®, CPA/PFS)
Ashlee deSteiger focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Investment Advice with Ongoing Management
Planning Specialties
I'm one-half of the husband/wife duo at GWM. So how did we come up with the firm’s name? “Gunder” is the name of the ski run in Beaver Creek, CO, where we got engaged back in 2006. Although I didn’t know how to ski before we met, it’s an annual family excursion now!
Who Do We Serve?
Successful and ambitious individuals and families who are ready to take action and create a financial plan. We work best with clients whose household income exceeds $300K to justify our minimum fee.
More about Ashlee deSteiger CFA®, CFP®, CPA:
When I was five years old, I started going to work with my dad at one of his seven diners. We’d get on the road around 6 AM. I was allowed a day-old doughnut from the freezer for breakfast – white-iced, raspberry jelly-filled was my go-to. Unfortunately, he usually zapped it too long in the microwave, making the jelly in the middle piping hot. I was great at peeling hardboiled eggs, restocking the candy case, and tallying up carry-out receipts – I loved every minute!
Dad always said my maiden name, Bassano, meant “hard-worker.” I firmly believe that tongue-in-cheek joke and my mom & dad’s entrepreneurial spirit shaped who I am today. Whether graduating college as a double major with honors in 3 years or cycling the US coast-to-coast in 9 weeks, I put my heart and soul into everything I do. I fully expect the same of myself if given the opportunity to be your financial advisor.
Additional Information
Whether you lack time, skill, or discipline, we believe you need a financial advisor to stay accountable and be proactive. It's easy to document your plan on paper, but if someone isn't in your corner looking out for your financial well-being or adjusting your plan as life changes, it's easy to get off track. I want to partner with you to give you confidence in the decisions you make and free up your time, enabling you to live your ideal life. Selecting a financial advisor is about developing a partnership with someone who is relatable and simplifies the process. Our goal is to do more than manage your investments; we strive to deliver an advice-driven experience that you can count on.
Ashlee majored in Finance and Accounting at Miami University in Oxford, OH, and earned her Masters in Accountancy from Miami. Ashlee is a CFA(R) charterholder, a CFP(R) professional, and a CPA (inactive). Locally, Ashlee is a board member of the CFA Society of Detroit and a member of the Finance Committee of IMPACT100 of Oakland County. Ashlee and her husband Joe have three kids: Bennett, Graham, and Riggs.
NAPFA Start Date
January 02, 2020
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