My Team

Ashley has been with the Trammell Financial Group since 2014 and serves as the Office Manager and Investment Liaison. Ashley ensures the clients of the Trammell Financial Group receive stellar service and handles the administration of anything client or account related.  Ashley holds her Life and Health License and her Series 6 which enables her to service the investment aspect of the business.

Ashley has been married to her husband, Jason since 2016 and together they have two children, Joseph and Elliana and they enjoy spending time outdoors as a family. Ashley is passionate about building meaningful and effective relationships with the clients of the Trammell Financial Group.

Sam has been with Northwestern Mutual since 2013 and has been with the Trammell Financial Group since 2017 and truly enjoys being a part of this team. Sam holds her Life and Health License, and as an Associate Financial Advisor, she is responsible for all insurance aspects of the business, scheduling clients and marketing.

When Sam is not in the office you can find her outside at the park with her son, Jackson and two dogs, or painting, cooking or spending time with her family. Sam is passionate about spreading positivity and creating long lasting relationships with the clients of the Trammell Financial Group.

Tori began with Northwestern Mutual in 2019 as the Director of Marketing. Prior to her current role, she served as the Marketing and Events Specialist for a local non-profit. There she helped increase their social following with relevant and impactful content.

Tori holds a Bachelor’s of Business Administration with an emphasis in Marketing from the University of Missouri – Kansas City. She is passionate about empowering financial advisors to advocate their skills and services to help more people create a financial plan for the life they love.

Senior Director of Financial Planning

Greg has been with Northwestern Mutual since 2011. He started as a Financial Representative and later joined an Advisor team as a Personal Planning Strategist, providing case consult and planning analysis expertise.

Greg holds CFP^®, CLU^®, and RICP^® designations, as well as FINRA series 6, 7, 65 and 63 licensing. He also holds dual Bachelor degrees in Business (Finance) and Education from Westminster College. Greg is passionate about maximizing the impact of thoughtful, individualized financial planning.