MEET OUR TEAM
At Ashwood Financial Partners, we unite expertise, experience, and passion to offer innovative solutions and drive transformative client outcomes.
Founder
Ashby helps businesses and nonprofits design, implement, and manage retirement plans to improve financial outcomes for organizations and their employees. Additionally, he provides comprehensive financial and wealth planning services for families and business owners, focusing on adaptive solutions to enhance both personal and financial outcomes for his clients.
A fiduciary advisor with over 20 years of experience, Ashby has helped clients ranging from billion-dollar institutions to individual families. His commitment to continuous learning and his credentials enable him to provide the highest standard of fiduciary care and innovative financial solutions to meet the evolving needs of his clients. Ashby’s experience as a business owner and his leadership roles on various boards allow him to apply real-life experience to offer practical and effective solutions to his clients.
Ashby, a Virginia native and Hampden-Sydney College graduate, is deeply involved in his community. He serves as the President of CFA Society Virginia and is the past president of the Central Virginia Employee Benefits Council. Ashby is married with three children and enjoys volunteering and spending time outdoors with his dog, Maple.
Professional Designations and Licenses
- CFA Charterholder
- Chartered Retirement Plans Specialist (CRPS)
- Certified Plan Fiduciary Advisor (CFPA®)
- Accredited Investment Fiduciary
- FINRA Licensed
- Life Insurance Licensed – Virginia
Kelsey L. Daugherty, CPFA
Senior Advisor
Kelsey’s role is centered on providing personalized guidance and support to our clients as they navigate their financial journeys. She works with clients to create tailored financial plans and is committed to helping clients achieve their financial goals with customized strategies and expert insights.
Kelsey began her career at Goldman Sachs, where she worked to manage investments of ultra-high net worth families and endowments. She earned her MBA from Southern Methodist University in Dallas, Texas and attended The College of William and Mary for her undergraduate degree. She is very involved in the community serving on numerous non-profit boards including RVA757 Connects, Fit4Kids, and the Children’s Museum of Richmond. Outside of the office, Kelsey enjoys spending time on the river with her dog, Ranger.
Professional Designations and Licenses
- FINRA Licensed
- Life Insurance Licensed – Virginia
- Certified Plan Fiduciary Advisor (CFPA®)
Chris Milligan, CFA
Portfolio Manager
With a passion for helping others, Chris takes a comprehensive approach when working alongside clients to help them achieve their financial goals. He believes in building long-term relationships built on trust, a proactive approach and encouraging open communication. With his experience in research and portfolio management, Chris creates tailored investment portfolios that align with clients’ financial goals. As a CFA Charterholder, Chris upholds the highest standards of ethics, education, and professional excellence in the financial industry.
Prior to joining Ashwood Financial Partners, Chris spent over 13 years as a research analyst and advisor for Richmond-based wealth management firm. He is a graduate of the Virginia Military Institute (VMI) and a Chartered Financial Analyst (CFA). Chris is actively involved in the community, serving as a board member of Massey Alliance and the CFA Society of Virginia. He previously served on the VMI Economics and Business Academic Advisory Board and was the president of the UnBoundRVA young professional board. In his free time, Chris enjoys spending time with his friends and family and cheering on his favorite sports teams.
Professional Designations and Licenses
- CFA Charterholder
- Series 65
