Ashlee deSteiger, CFP®, CFA® Gunder Wealth Management

Contact this advisor

About Ashlee deSteiger, CFP®, CFA®, CPA

I founded Gunder Wealth Management, LLC (GWM), an independent registered investment advisor, in 2019. My drive to consistently challenge myself professionally and desire to be part of the advice-driven, technology-focused movement within the financial planning space led me to start my own firm. I enjoy working with dual income families and women professionals to provide holistic financial planning. My goal is to do more than manage your investments – I strive to deliver an advice-driven experience that you can count on. Want the resume version? Read on!

Prior to GWM, Ashlee was the Chief Operations Officer and Head of the Investment Committee at McFawn Financial Services, an advisory firm affiliated with Raymond James Financial Services, for two and a half years.

For the six years prior to joining McFawn, Ashlee was a Relationship Manager at Northern Trust Hedge Fund Services (NTHFS) in Chicago. Most notably, Ashlee was the Relationship Manager on a $4B high-frequency, Commodity Trading Advisor. Ashlee also had three years of experience at NTHFS in the Financial Control group as the Team Lead on a $9B hybrid fund structure.

Prior to joining NTHFS (formerly Omnium LLC, subsidiary of Citadel LLC), Ashlee was at KPMG in Chicago for six years where she ended her career there as an Audit Manager, with a primary focus on the Financial Services industry.

Ashlee majored in Finance and Accounting at Miami University in Oxford, OH, and also earned her Masters in Accountancy from Miami. She is a Chartered Financial Analyst® (CFA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Public Accountant (CPA). She also holds her Series 7, 63, and 65 licenses. Locally, Ashlee is a board member of the CFA Society of Detroit and member of the Finance Committee of IMPACT100 of Oakland County. Ashlee and her husband Joe currently have three kids, Bennett, Graham, and Riggs.

Contact this advisor

Recently Published

Visit the blog →

Ideal Clients

  • Dual Income Family
  • Gen X
  • Holistic Financial Planning
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $625+/qtr
  • Flat Fee: $2,500+/engagement
  • AUM: 1.00%

SEC Records

Loading...