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®)