My Team
Since I started my practice 7 years ago, I've been able to take on 400 clients, each of whom I have been able to learn from. I now work with Ashley, who handles all the financial plan preparation as well as the insurance underwriting, and Betty, whose focus is on the investments and client relations. We are proud to serve our clients together!
Ashley L White
Ashley joined Travis Shultz's team to assist with Client Services and Investment Operations. She attended University of Salem State, Salem, MA where she majored in Fitness & Wellness. Ashley enjoys travel, exercise and spending time with family.
Elizabeth C Lee
Betty joined Northwestern in the Fall of 2017. She graduated from UNC-Chapel Hill double-majoring in Biology and Art History. Betty specializes in Investment Operations and Client Relations. She holds her Massachusetts Life and Health insurance licenses, as well as FINRA 6 & 63 registrations.
In her spare time, Betty enjoys travel, food/cuisine exploration, good books, and bothering her kids. She and her husband, Arnold, are Southern transplants, but count Boston as their true home.