About
Alex &
Ashley

We are your financial partners,
here for you now and through retirement.

ABOUT ASHLEY DICKSON

Ashley loves working with people. She’s passionate, empathetic, wants to serve and always puts clients first.

“Life can be unpredictable, and goals can change with time. You need options. Flexibility, clarity and autonomy are critical to your ability to thrive.”

Ashley helps people uncover the ‘why’ behind their goals and plans. Her ability to meet them where they are today allows her to help clients to take control of their financial present and future with confidence and clarity.

Ashley is a CERTIFIED FINANCIAL PLANNER™ and mother of three. Ashley and her spouse are hockey fans and love participating in the growing hockey culture in Kansas City. She enjoys giving back to her community, attending her children’s activities and live music.

Alex's Family
ABOUT ALEX BORGARDTS

Alex complements Ashley in the Next Bloom Wealth dynamic duo, with tax-focused and technical planning. A Certified Public Accountant (CPA) with a Personal Financial Specialist designation, he helps clients reach their goals with our PlanFirst™ process.

Alex is a veteran and loves spending time at the lake with his family. In his spare time, he enjoys barbecuing and outdoor activities with his wife and children.

“We all want more time, flexibility and freedom. That’s true in my family and I want to help you have the same. We serve a limited number of clients, allowing us to deliver a truly-boutique service tailored to your needs.”

Ready to move forward?

The first step is a 20 minute introductory Google Meet Meeting.

product-mockup
NOT READY TO SCHEDULE A CALL YET? THAT’S OKAY!

Download our “Green Light” Guide to Retirement.

product mockup

We’ve Prepared Your Free Guide

…Just Tell Us Where To Send It

You have Successfully Subscribed!