Best financial Specialist of Northern Utah, 2021
We are so proud to announce that Choules Financial has won the badge for The Best of Northern Utah.
Reach out to us today to see how we can help you too!
Since 2018, Ashley has worked as Choules Financial’s Office Manager and is also independently licensed as a life insurance agent. She is responsible for multiple aspects of the business, including databases, accounts payable, marketing, client service, and event coordination. In addition, she assists with new client onboarding and enjoys being a resource for existing clients as well.
Beginning with her career in medical billing before coming to Choules Financial, Ashley has over 6 years of experience working in finance. She brings extensive insurance industry knowledge to the practice, including information on how to assist in annuity and life insurance applications.
After attending Skyview High School, Ashley went on to attend some courses at Utah State University and went to cosmetology school as well. She is also heavily involved with a nation-wide continuing education consortium and stays up to date on insurance license requirements
Ashley and her husband, Mason, planted their roots in Cache Valley in 2011 and welcomed their first baby during the craziness of 2020. When Ashley isn’t working, she enjoys spending time with her family and friends barbecuing, playing golf, snowboarding, and writing music. Ashley brings a positive and engaging energy to those she is around and always encourages others to live their best lives.
Looking for ideas on where you can put your money in retirement? Ask Ashley about life insurance options today.
Laci acts as the Administrative Assistant for the team at Choules Financial. In her role, Laci works in client relations, assists with client events, and arranges client appointments. Additionally, she finalizes new client onboarding and schedules annual review meetings. Laci loves to interact with clients and help them in their process to have a safe and secure retirement.
No stranger to hard work, Laci has worked in a variety of settings, including a farm, a daycare, and a retail establishment. In addition, she has multiple years experience in small business management, accounting, and customer service.
Laci got her high school diploma from SkyView High in Smithfield and has recently participated in several industry trainings at national educational events. In addition, she receives continuing education through a peer group focused on best practices within the insurance and retirement business sector.
Born in Hyrum, Utah, Laci now lives in Smithfield and enjoys outdoor activities, including hunting, camping, and hiking. She especially loves fishing with her husband on their boat, and adventuring with their two dogs. Laci serves on the committee for Sportsman Fish & Wildlife and has received recognition for her work with farm animals and products.
New to Choules Financial – looking to get started? Give Laci a call or email her for more information.
Kelly began working in 2021 as the Marketing Director/Business Services Representative for Choules Financial. Her responsibilities include coordinating with various marketing vendors, assisting in marketing events for clients, seminar marketing, and client services. She manages multiple aspects of our interactions with clients and seminar attendees.
A Utah native, Kelly graduated from high school in 1995 from Clearfield High. Currently, she is attending Utah State University to pursue her degree in Arts and Marketing. Her previous experience includes over 10 years in publishing, as well as heading up customer service for the print and design department of a local university. She is an accomplished author, with a best selling novel listed on USA Today. Kelly was also the recipient of a prestigious award for novel excellence in 2017.
Described as “authentic and fun,” Kelly enjoys the fast pace and positivity of the Choules Financial culture and loves assisting clients. She and her fiancé have four children between them and are engaged to be married in June 2021. When not working in the office, Kelly can be found spending time with her family outside. She also enjoys painting, drawing and recreational running.
Have questions about when our next events are?
Reach out to Kelly.