Office Location:
5511 Capital Center Drive
Suite 104
Raleigh, NC 27606
Ashby is a seasoned financial advisor with deep North Carolina roots and more than 30 years of experience in the financial services industry. Born and raised in Shelby, he went on to earn a Bachelor of Arts in Political Science from NC State before beginning his career in finance. Throughout his career, Ashby has remained committed to helping clients navigate their entire financial picture, spending years seeking out a firm that prioritized comprehensive planning over product sales. That pursuit ultimately led him to CP, where the combination of a mutual life company foundation, open-architecture broker-dealer, and collaborative culture aligned perfectly with his professional philosophy.
At his core, Ashby is a coach. He specializes in working with blue-collar business owners, small businesses with fewer than 25 employees, and RTP-area clients who value growth, family, and long-term success. His ideal clients are those who care deeply about their loved ones or businesses and are committed to disciplined progress. Ashby’s mission is simple but powerful: to ensure his clients never have a “bad day” financially—regardless of life events or market conditions. His commitment to guidance and accountability has earned him 13 MDRT qualifications, including Top of the Table and Court of the Table, reflecting both excellence and consistency in serving clients.
Outside the office, Ashby leads an active and fulfilling life in Fuquay-Varina, where he lives with his wife, Kristi, whom he has been married to since 2000. Together, they have three children—Lindsey, Jake, and Megan—and are active members of the Fuquay-Varina United Methodist Church. A longtime coach with Team NC Fastpitch Softball, Ashby enjoys mentoring both on and off the field. In his free time, you’ll find him playing guitar or drums, golfing, deep-sea fishing, or cheering on his favorite teams. A fun (and fitting) fact: Ashby is ambidextrous, has completed full rounds of golf right- and left-handed, and plays multiple instruments entirely by ear.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.