My Team

team photo

In order to provide clients with the level of service they expect and deserve, I find it vital to have a professional and experienced team. My team consists of Ashley York, Associate Financial Advisor, and  Northwestern Mutual's network of Specialists and support staff.  Together, we are committed to helping our clients achieve their financial goals while providing unparalleled customer service and a superior level of professional advice.

From your own financial needs to those of your family or business – we are here for you. Please don’t hesitate to contact us if you would like to schedule an appointment, require service, or even just seeking information. We promise to provide you with a prompt, friendly, and knowledgeable response every time. 

 
Ashley M York

Ashley M York

Associate Financial Representative
Office 406-587-4254

Ashley has proudly called Montana home since 2012 after falling in love with the mountains, snow, and friendly people. She graduated in 2012 from Northern Arizona University with a Bachelor of Science in Public Management. She lives in Bozeman with her Bernese Mountain Dog, Aries. Ashley spends her spare time hiking, reading, and planning her next outdoor adventure. Ashley is a strong believer in community involvement and volunteers with The Verge Theater and TEDxBozeman.

Ashley holds a Montana license for Life Insurance, Health Insurance, Long-Term Care Insurance and Variable Annuity as well as her Series 6 & 63 Investment licenses. She joined Andrea Wass’ team at Northwestern Mutual in 2013.

Ashley’s role has grown over the years and wears many hats within our practice. Ashley’s primary focus is overseeing and refining the experience we provide for you. From your first call to your next client review, she works to ensure that we not only meet your expectations, we exceed them! Ashley is the primary contact for Andrea’s busy calendar and is responsible for coordinating client meetings and events. As well, she is the point of contact for all insurance underwriting and our customer service area. She has taken the lead with responding to our clients Policy Owner Service needs and always working to ensure our clients' experiences with Northwestern Mutual are the very best.

 

Andrea Wass, CLU®, ChFC®

Financial Representative

  • Office 406-522-4745
  • Fax 406-522-4780
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck