Ashlyn Prom

Client Service Associate

As a Business Management graduate from the University of Missouri-Kansas City, with a handful of years in the financial planning industry, I’m committed to assisting the Beyond Wealth team provide the most thorough and holistic services to our client family.  

Originally working in the direction to become a Financial Planner, I have achieved my Series 65 as well as completed the University of Georgia's, Terry College of Business, CFP® Program. However, I found my calling behind the scenes, in the world of operations and client services. I now focus on finding the most efficient business practices and utilizing effective communication, while supporting Brandy and Andrew in preparing you with the knowledge to reach your goals. We are passionate about walking through your financial journey alongside you and presenting you with the tools to make the most informed decisions for your family. The most rewarding aspect of my role is witnessing a family discover they can succeed financially, and ultimately live in a state of financial peace. 

In my free time I enjoy spending time with friends and family, training my German Shepherd puppy, and exploring what North Georgia has to offer. Although I no longer live in Kansas City, it is still where I call home. So much so, I order Roasterie Coffee monthly, cheer for the Kansas City Chiefs, am often found wearing a Charlie Hustle sweatshirt, and love to visit whenever I have the chance. I am an avid reader, often reading and listening to multiple books at a time, varying from fiction to financial psychology. I greatly enjoy fitness, any day of the week I can be found at my local hot yoga studio, cross-fit class, or on a jog downtown.  

If you’re in need of a wealth advisor to guide you on a path to achieving your goals, reach out to our team at Beyond Wealth! 

Education and Designations

  • Series 65 

  • BBA, Management, University of Missouri-Kansas City