As President and Founder of ASE Financial Advisory Group, Rusty has served clients for over 25 years. He has been recognized by national media outlets for his work in the financial services industry and holds numerous designations and...

As Partner, Director of Investments, Aaron Berg is essential to Key Client Relationships, identifying Subject Matter Experts for High Income Taxpayers™, and the Investment Philosophy of ASE Financial Advisory Group.  In...

Kerin Galloway is the Director of Marketing and Business Development at ASE Financial Advisory Group.  She plays a key role in the firms branding and in the generation of new business.  She began her career at ASE...

Joe O’Shields joined ASE Financial Advisory Group in September 2020 entrusted with a dual capacity as Operations Manager and Financial Planning Associate.  He is responsible for assisting in the client onboarding process,...

In her dual role as Client Services and Administrative Support, Kathy's responsibilities are integral to the continued success of our team. While ensuring the operational efficiency of the firm by scheduling meetings, handling client...

Amie Newton joined ASE Financial Advisory Group in January 2022 as Office Manager and Associate Advisor.  She is responsible for assisting in the client onboarding and servicing process while collaborating with the ASE Team to...

David Hoffman, Associate Financial Advisor at ASE Financial Advisory Group, joined the firm in August 2022.  In his role, David is responsible for helping clients with onboarding, portfolio analysis, and ongoing maintenance. He is...

Sean Nisil joined ASE Financial Advisory Group in November 2022 as Senior Financial Analyst.  With a strong background in financial analysis and modeling, Sean is responsible for ensuring the successful implementation of clients'...