I was drawn to this profession because of my interest in helping individuals and families learn more about money-related topics and make informed decisions. I hold a bachelor's degree in psychology from Indiana University and an MBA with a concentration in marketing from the University of Phoenix. My professional background includes more than a decade in retail banking, as well as experience in real estate and marketing. Those roles helped me recognize the value of education, communication, and understanding individual needs.
Based in Florida, I work with individuals and families throughout the East Coast. My approach is rooted in a simple principle: treat others the way I would want to be treated. By putting the needs of the people I serve first and focusing on open communication, I strive to be a resource as they navigate important life decisions.
Outside of work, I enjoy spending time with family and friends and giving back to my community through volunteer efforts with churches, schools and nonprofit organizations. My background in banking, business and psychology helps me connect with people from many different walks of life and better understand their unique perspectives. If you have questions about planning for the future, I welcome the opportunity to start a conversation.
Financial RepresentativeAshlei Kirtz-lee
I was drawn to this profession because of my interest in helping individuals and families learn more about money-related topics and make informed decisions. I hold a bachelor's degree in psychology from Indiana University and an MBA with a concentration in marketing from the University of Phoenix. My professional background includes more than a decade in retail banking, as well as experience in real estate and marketing. Those roles helped me recognize the value of education, communication, and understanding individual needs.
Based in Florida, I work with individuals and families throughout the East Coast. My approach is rooted in a simple principle: treat others the way I would want to be treated. By putting the needs of the people I serve first and focusing on open communication, I strive to be a resource as they navigate important life decisions.
Outside of work, I enjoy spending time with family and friends and giving back to my community through volunteer efforts with churches, schools and nonprofit organizations. My background in banking, business and psychology helps me connect with people from many different walks of life and better understand their unique perspectives. If you have questions about planning for the future, I welcome the opportunity to start a conversation.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
