Professional
Ashlee Vieregger serves as a Senior Lead Advisor at Foster Group, guiding and advising ultra-high net worth client families across generations on the financial journey of a lifetime. She is passionate about people and believes that a meaningful conversation can change the world.
To Ashlee, nothing is more rewarding than helping her clients work toward their goals, regardless of size or complexity. She brings a warm, open approach to every client relationship and is a servant leader at heart. Beyond providing financial advice and counsel, Ashlee frequently acts as a listening ear, confidante, and sounding board for her clients.
Prior to joining Foster Group in 2021, Ashlee spent six years providing wealth management services as part of a comprehensive trust offering. Prior to that, she spent nearly four years at a fee-only financial advisory firm in St. Louis, Missouri.
In recognition of her professional achievements and community involvement, Ashlee was named to the 2021 American Bankers Association 40 Under 40 in Wealth Management and the 2020 Des Moines Business Record Forty Under 40 list of honorees.
Designations & Certifications
- Accredited Estate Planner (AEP®)
- Certified Financial Planner® (CFP®)
- Certified Trust & Fiduciary Advisor (CTFA)
Personal
I learned the value of hard work and long-term planning from the example my parents set. In addition to his office workday, most nights my father also tended corn and soybean fields as a path to achieving his goal of farmland ownership. My mother made the demanding juggle of family life and her career in special education look easy. She never missed a softball game, choir concert, or mock trial tournament. To this day, I approach my goals and objectives with the same sense of personal responsibility and commitment.
Service to others and the community is a priority in my life. I am especially passionate about improving financial literacy in youth and adults, because financial skills are essential to the pursuit of a healthy, happy, and productive life. Supporting the fine arts and expanding youth access to music education & performance is also a philanthropic priority of mine.
My husband and I live in West Des Moines where we enjoy being active. I love to spend time outside whenever I can and am always up for a hike, swim, walk, run, or bike ride. In quiet moments, I enjoy solving and writing crossword puzzles or cozying up with a good book. We are blessed to have family nearby and see each other often. We also enjoy cheering on the Nebraska Cornhuskers and St. Louis Cardinals.
Education
B.S.B.A in Finance, Creighton University, magna cum laude
Juris Doctor, Washington University in St. Louis
Community Involvement
Big Brothers Big Sisters of Central Iowa Board Member and “I Am Enough” Champion
Des Moines Symphony Foundation Board Member
Des Moines Estate Planners Forum Executive Board
United Way Volunteer Income Tax Assistance (VITA) Tax Preparer
United Way of Central Iowa LINC Member & Volunteer
Member of the Missouri Bar Association
DMACC Foundation Board Member