Katelyn Meuse is a CFP® certificant and Series 63 license holder with three years of industry experience. She currently advises clients at Arete Wealth Strategists, having previously worked at Northwestern Mutual Wealth Management Company and Segall Bryant and Hamill LLC. Outside of advisory work, she has experience working in the restaurant industry as a server. Arete Wealth Strategists serves individual, high-net-worth clients, and small businesses, providing comprehensive financial planning, portfolio management, retirement plan consulting, and education-savings account management. The firm employs a combination of active, Core+Satellite, and passive investment strategies, utilizing technology-assisted tools with human review, and offers tailored service tiers along with offshore and cross-border wealth management solutions.

Hi, I’m Ashley Murphy, Founder and Principal of Areté Wealth Strategists, a Registered Investment Advisor (RIA) providing financial planning and investment management services to Aussie expatriates and business owners since 2013 . I bring a unique perspective for my clients as a tri-citizen of Australia, the UK and the US. I moved to the US in 2005 after my undergraduate studies in Australia so I have first hand experience in figuring out a new financial system. Before making the transition to financial planning, I worked in corporate finance at several Fortune 500 companies. It was at a Certified Financial Planner® information session in 2008 however, where I got hooked . The panelists conveyed their enthusiasm for financial planning and once I learned that there were advisors working with clients in a fiduciary, fee-only professional capacity, I knew this was for me. Financial planning and investment management aren’t just my career, they’re my calling. They represent the alignment of my skills, passions and business savvy as Jim Collins so well defined in his Three Circles exercise from the best-selling book, ‘Good to Great.’ I love helping Aussies on similar paths as mine succeed in the US, and Americans in Australia organize and be compliant with their global financial lives. I look forward to speaking with you. Read Ashley's blog here: https://www.arete-wa.com/posts