Ashleigh Franco – Head of Client Operations & Financial Advisor

Ashleigh Franco is a Financial Advisor and Head of Client Operations at Milestone Financial Group, serving individuals, families, business owners, and professionals throughout Iowa, Nebraska, and Colorado. With more than five years of experience in the financial services industry, Ashleigh specializes in comprehensive financial planning, retirement income planning, tax-efficient planning, investment management, and risk management. Her mission is to help clients make confident financial decisions through thoughtful planning and personalized guidance. When acting as a fiduciary, she is committed to making planning recommendations in her clients' best interests.

Ashleigh works primarily with professionals, business owners, and individuals who are within five to ten years of retirement and are seeking to maximize their financial opportunities before making the transition into retirement. She aims to help clients mitigate their lifetime tax burden through proactive strategies such as Roth conversions, tax-efficient distribution planning, qualified charitable giving strategies, and long-term tax smoothing. Rather than focusing on isolated financial decisions, Ashleigh believes every recommendation should support a client’s overall financial picture and long-term goals.

Her planning philosophy centers around the belief that everyone deserves financial clarity and confidence. Through a comprehensive planning process, Ashleigh coordinates every aspect of a client’s financial life, including investment management, retirement income planning, tax-efficient strategies, risk management, charitable giving, and legacy planning. She believes the most effective financial plans evolve alongside life’s changing circumstances and combines long-term strategic planning with practical, day-to-day action steps that keep clients moving toward their goals.

Ashleigh earned dual bachelor’s degrees in Finance and Business Management from Northern Arizona University. She holds the Series 7 and Series 66 securities licenses along with an Iowa Life and Health Insurance License. Her background in both financial planning and operational leadership allows her to deliver a high level of organization, responsiveness, and personalized service throughout every stage of the client relationship.

Born and raised in Wray, Colorado, Ashleigh remains passionate about serving rural communities and helping individuals and families build lasting financial security. Outside the office, she enjoys running, reading, hiking, paddle boarding, and volunteering as a local 4-H leader. She believes financial planning extends beyond growing wealth—it is designed to create confidence, help navigate stress, and provide families with greater freedom to focus on what matters most.

Whether clients are preparing for retirement, navigating major life transitions, or simply looking for a trusted financial partner, Ashleigh is committed to delivering objective advice, personalized strategies, and a long-term relationship built on trust.

Ready to talk? Schedule a complimentary discovery meeting with Ashleigh to begin building your personalized financial plan. Call 712-623-5726, email ashleigh@milestonefinancialgroup.com, or schedule a time directly.