Our Story

Ashlee deSteiger, CFA, CFP®, CPA

Founder & Financial Advisor

Joe deSteiger, CFP®, CPA

Co-Owner & Financial Advisor

Born & raised

Ashlee: Cincinnati, OH
Joe: Rochester Hills, MI

Family

Daughter Bennett
Sons Graham & Riggs

Favorite BEER

Ashlee: Spotted Cow (New Glarus)
Joe: Happy Amber (MadTree)

Where We Met

Interviewing for the same Big 4 accounting internships in Chicago

Favorite Ski Run

Gunder’s (Beaver Creek, CO)

Ashlee's Interests

Triathlons, Sustainability, Functional Medicine, Homemade Birthday Cards

Joe's Interests

Camping, Skiing, Golfing, Reading, Coffee