Who We Are and Our Unique Story

For more than 20 years, we’ve walked life’s journey together. As husband and wife, parents to two children, dog lovers, and now as business partners. Along the way, we’ve learned that true wealth is not measured by numbers alone. It’s measured by love, peace, freedom, and the memories you create with the people who matter most.

That belief inspired us to create Awaken Financial Designs. A firm where financial strategy meets spiritual wisdom, and where money becomes a tool to build a life of balance and purpose. We wanted a space built on ethics, integrity, and love. Free from the restrictions of corporations and the pressure of financial entities that often put profits before people.

David’s journey began in the United States Marine Corps, serving as a Combat Veteran in Iraq (2006–2007). Discipline, leadership, and service became the foundation of his life. After earning advanced degrees (MBA, MSCJ) and serving at respected firms like Charles Schwab and Merrill Lynch, he saw a troubling gap: too many families were overpaying, stressed, and underserved by traditional advisors. Determined to change that, David earned recognition as a four-time national award recipient for client relationships and service excellence.

Ashley’s career was built in Executive Relationship Advising, where she consistently ranked in the top 1% nationally. With her Master’s in Business Leadership (MSBL), she brought not just professional expertise but also a gift for empowerment, authenticity, and holistic well-being. Ashley has always believed that clients are more than accounts; they are families, dreamers, and creators of legacies.

Together, we saw the need for something more. Not just financial planning, but life alignment. Not just numbers, but wellness and clarity. That is why we both became Yoga Alliance Certified Teachers in Pranayama (breathwork) and Meditation. This may not be what most advisors do, but for us, it’s essential. Because real wealth isn’t just what you save or invest. Real wealth is when your money, your health, and your soul are aligned.

This vision became the foundation of Awaken Financial Designs; a Veteran- and Women-Owned Fiduciary Firm offering various transparent pricing options, including a diverse flat-fee model that always puts people before profits. We have a partnership of tax professionals like CPAs and EAs, as well as Trust and Estate Attorney professionals too. Our Awakened Wealth & Life Alignment Method™ blends tax-smart strategies, protections, and investments with mindfulness, meditation, and holistic practices to help clients achieve more than retirement. To help them achieve peace.