As President and Founder of the firm, Rusty Cagle brings nearly 25 years of experience to his clients. Advising individuals, families, professionals, and businesses, his expertise extends across a vast array of disciplines and services...

Aaron Berg is our Director of Investments & Client Services. He is responsible for the preparation and ongoing management of clients' financial plans, quarterly & annual financial updates and investment portfolio reviews,...

Kerin Galloway is the Director of Business Development & Marketing at ASE Financial Advisory Group.  She began her career at ASE in 2006 as the Director of Operations and transitioned to Business Development and Marketing in 2016.

As the Research Analyst for ASE Financial Advisory Group, Chris is responsible for conducting research regarding various financial solutions discovery, analysis, strategy, and implementation. He also provides support to our advisors in...

Joe O’Shields is the Financial Planning Associate for ASE Financial Advisory Group. He has been entrusted to act in a dual capacity as a Financial Planning Associate & Project Manager (Operations Lead). He is responsible for...

In her dual role as Client Services and Administrative Support, Katherine’s responsibilities are integral to the continued success of the firm. While ensuring the operational efficiency of the firm by scheduling meetings,...