GRANT MOSHER, CFP®

Director of Engagement

AYASHA JONES

Director of Operations

As Director of Operations, Ayasha is responsible for overseeing the Operations team, as well as the firm’s operational and financial processes, including the implementation of strategic initiatives that increase efficiency and productivity. She provides key input into decisions regarding technology, human resources, client service, finance, and the overall direction of the firm.

Before moving to North Carolina in 2015 and joining BlueSky, Ayasha lived in Southern California and worked in the human resources department of a mid-size insurance firm in Santa Monica, California. Ayasha obtained her Series 65 license in 2018. 

What do you enjoy most about being part of BlueSky?

The dedication to clients and employees. BlueSky puts a lot of effort into making sure clients are happy and that they are meeting their goals, but they also do the same for their employees. It’s a very positive, supportive environment.

What does “improving the quality of our clients’ lives” mean to you?

Helping them make their dreams come true, whatever those dreams may be.

What keeps you busy when you’re not working?

I love reading, being outdoors, traveling, taking road trips, and hiking with the dogs, but my pets keep me busy! My house is always full of pets and foster animals that keep me on my toes (dogs, cats, chickens, and reptiles currently!).

ALISON (ALI) NOE, FPQP™

Client Service Specialist

In the Client Service Specialist role, Ali acts as a liaison between the client and advisor. She’s able to leverage the advanced technology BlueSky utilizes to provide an excellent client service experience. She performs administrative portfolio activities and helps our clients with their day-to-day needs.

Ali started at BlueSky in January 2019 as an Operations Associate. She left BlueSky and North Carolina to return to her hometown in the Midwest. After a year apart, she re-joined the BlueSky Client Service team in 2020. Ali graduated from Southern Illinois University with her bachelor’s degree in Business Administration, specializing in Finance and Human Resource Management, and obtained her Financial Paraplanner Qualified Professional (FPQP™) designation in 2021.

Ali lives in Moline, IL with her daughter and two goldendoodles.

What do you enjoy most about being part of BlueSky?

I enjoy collaborating with such an incredible team of people. We all come together from a variety of backgrounds to provide such a great environment to work in.

What does “improving the quality of our clients’ lives” mean to you?

It means learning about each clients’ unique situation and customizing their financial plan to achieve their goals and overcome their challenges.

What keeps you busy when you’re not working?

My family and friends! I am always chasing after my toddler and my siblings and I also get together every chance we can. I also enjoy reading and traveling to new places.

Madison Carneiro, FPQP™

Client Service Specialist 

In the Client Service Specialist role, Madison acts as a liaison between the client and the advisor. She is able to leverage the advanced technology BlueSky utilizes to provide an excellent client service experience. She performs administrative portfolio activities and helps our clients with their day-to-day needs.

Madison joined BlueSky in 20222; she received her Associate's degree in Business Administration and Management from Pam Beach State College in 2020. She obtained her Real Estate License in South Florida and her Financial Paraplanner Qualified Professional (FPQP™) designation in 2022.

Madison has worked in the financial industry since 2014 in various roles that have allowed her to acquire many skills. Most recently, she has experience as a service manager and client service associate at Wells Fargo and Abbot Downing, serving ultra-high-net-worth clients. 

Madison lives in Boynton Beach, Florida, with her husband and child. 

What do you enjoy most about being part of BlueSky?

What I enjoy most about BlueSky is the culture; BlueSky has a warm and genuine culture that feels like family. They have their client's best interests in mind and their team's. 

What does “improving the quality of our clients’ lives” mean to you?

"Improving the quality of our clients' lives'" means helping our clients reach their goals and succeed financially. 

What keeps you busy when you’re not working?

I stay busy spending time with family and traveling the world. We love to explore and visit places we have never been. When we're not traveling, I enjoy spending time outdoors, at the beach, and in the water. 

HALEY SALMONS

Administrative Assistant

As the Administrative Assistant, Haley provides support in all areas of the firm and ensures that our office runs efficiently and smoothly. She strives to make every client feel welcome and prides herself on providing an outstanding client experience.

Before joining BlueSky, Haley worked for Easter Seals as a certified CNA providing care for a young adult on the autism spectrum. Haley is in her last year of earning her Bachelor of Arts in Psychology with a minor in Rehabilitation Studies at East Carolina University in Greenville, NC. Haley has served on many committees including Student Ambassadors.

What do you enjoy most about being part of BlueSky? 

I am continuously impressed by the professionalism of all BlueSky team members. I love the welcoming atmosphere and how dedicated we are as a company to serving our clients, our staff, and our community in everything we do. 

What does “improving the quality of our clients’ lives” mean to you?

It is important that each client feels welcome. I strive to make all of the administrative details as seamless as possible to allow our client's lives to be easy. 

What keeps you busy when you’re not working?

When I am not at work, I love spending time with family, friends, and my pets. I am also incredibly passionate about volunteering in our community and serving children and adults with special needs. When not in my hometown of New Bern, NC, I love to travel and learn about other cultures.

Tiffany Cassell

Executive Project Manager

Tiffany joined the BlueSky team full-time in 2022 after working part-time with us on a project basis throughout the years.

Tiffany manages and executes firm-wide initiatives and projects while providing day-to-day operational support to the various department of the firm. She also performs essential administrative functions in support of our client relationships.  

Tiffany has been working in customer service since she was fourteen years old. She began answering phones and taking orders in a local pizza shop and continued to work in food service for many years while having other office jobs. She has always felt that working in food service prepared her for dealing with various situations among consumers. 

In 2007, Tiffany began a career in insurance billing. She completed a certification in medical billing, CPB (Certified Professional Biller) through AAPC. 

What do you enjoy most about being part of BlueSky?

I've enjoyed the positive atmosphere within the office since joining BlueSky. Even when the staff is busy with work, everyone remains cheerful and helpful. This kind of attitude is infectious, and I look forward to being a part of it. 

What does "improving the quality of our clients' lives mean to you?"

"Improving the quality of our clients' lives" means providing them with a level of service they might not receive elsewhere. It seems that client service is no longer a top priority; however, I believe it needs to be a priority for businesses. Consumers want to feel that the people they're doing business with care about their needs - and how the rest of their day will go. A positive experience - whether an email, phone call, or simple text message - can turn around someone's day. 

What keeps you busy when you're not working? 

Usually, I would be busy planning my family's vacations for next year. I'm not quite planning that far ahead with all of the recent life changes. 

Lately, I have been taking a deep dive into several history podcasts.

My family keeps busy with Cub Scout events as my son is finishing his last year before boy scouts and my husband, James, is the pack Cub Master. You could say my family is involved in scouting. 

Anything else you want to make sure people know about you?

I am a big pop culture fan! I'm a massive fan of anything Marvel or Star Wars. Since I was a kid, I've read comic books, and Marvel movies were my new rock concert. My family and I go to the movies on opening weekend (sometimes twice). Once my brother had watched the movie, we began to text about what it could mean for future movies. Sometimes, I can get a little overzealous when talking about these things because of my passion and have to get reigned in.