Ashlee Solarczyk, former adviser at Charles Schwab Wealth Advisory in Phoenix, Arizona, has joined Copper Leaf Financial as a wealth adviser. She is a certified financial planner professional and holds the certified wealth strategist designation.
Solarczyk has a bachelor’s degree in business and a certificate in entrepreneurial management from the University of Iowa. She brings more than a dozen years of experience to Copper Leaf, a fee-only, fiduciary registered investment adviser serving clients nationwide from offices in Williston and Rutland.