Ashlie M. Helgeland

Ashlie M. Helgeland is an Investment Operations Analyst at JFG Family office. In her role, Ashlie is part of the operations team and is responsible for trading, subscription documents, data entry, and cash movement related to private capital investments and client reporting. Ashlie is actively working toward obtaining her Series 65.

As a graduate of Colorado State University with a degree in Psychology, she began her professional journey with a strong interest in understanding and helping people. While her career path eventually shifted away from psychology, she found a meaningful niche at TIAA, where she spent much of her time in the beneficiary space, helping clients navigate important financial decisions. During her time at TIAA, she was proud to serve on the volunteer council, supporting initiatives for first-generation college students — a cause close to her heart. She is excited to continue giving back through future charitable opportunities.

Outside of work, you can often find her on the golf course, curled up with a good book, capturing moments with her film camera, or out on the trails with her mini–Australian Shepherd, Enzo.