Ashlee deSteiger (CFA®, CFP®, CPA/PFS)

Ashlee deSteiger focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials

Planning Specialties

I founded Gunder Wealth Management, LLC (GWM), an independent registered investment advisor, in 2019. My drive to consistently challenge myself professionally and desire to be part of the advice-driven, technology-focused movement within the financial planning space led me to start her own firm. Want the resume version?  Read on!

Prior to GWM, Ashlee was the Chief Operations Officer and Head of the Investment Committee at McFawn Financial Services, an advisory firm affiliated with Raymond James Financial Services, for two and a half years.

For the six years prior to joining McFawn, Ashlee was a Relationship Manager at Northern Trust Hedge Fund Services (NTHFS) in Chicago. Most notably, Ashlee was the Relationship Manager on a $4B high-frequency, Commodity Trading Advisor. Ashlee also had three years of experience at NTHFS in the Financial Control group as the Team Lead on a $9B hybrid fund structure.

Prior to joining NTHFS (formerly Omnium LLC, subsidiary of Citadel LLC), Ashlee was at KPMG in Chicago for six years where she ended her career there as an Audit Manager, with a primary focus on the Financial Services industry.

Ashlee majored in Finance and Accounting at Miami University in Oxford, OH, and also earned her Masters in Accountancy from Miami.  She is a Chartered Financial Analyst® (CFA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Certified Public Accountant (CPA). She also holds her Series 7, 63, and 65 licenses. Locally, Ashlee is a board member of the CFA Society of Detroit and member of the Finance Committee of IMPACT100 of Oakland County.

Additional Information

Whether you lack time, skill, or discipline, I believe you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper but if someone isn’t in your corner looking out for your financial well-being or adjsuting your plan as life changes, it’s easy to get off track. I want to partner with you to give you confidence in the decisions you make and free up your time enabling you to live your ideal life.  Having a partnership with a financial advisor who is relatable and simplifies the process is key. My goal is to do more than manage your investments – I strive to deliver an advice-driven experience that you can count on.

NAPFA Start Date

January 02, 2020

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This Office

932 Davis Ave Birmingham, MI 48009-2072 Phone: (248) 686-0820