Ashley oversees the tax planning and return preparation services for firm clients. She also provides strategic, customized recommendations to help maximize income and minimize income taxation based on the client’s current financial facts and circumstances as well as their long-term goals and income projections. Additionally, Ashley coordinates with other key team members to offer tax and financial planning expertise as it relates to divorce wealth strategies and customized investment management objectives. She has expertise in the areas of real estate ownership, small business taxation, estate planning and charitable giving strategies. She joined the team in 2018.
Ashley is a graduate from University of North Carolina at Greensboro with a Master’s in Accounting. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2008 and additionally became a Certified Public Accountant (CPA) in 2013. Ashley maintains professional membership in the North Carolina Association of CPAs (NCACPA) and the Greensboro chapter of the Society of Financial Service Professionals (SFSP).
As a Greensboro native, Ashley is an active member of the local community. She is proud to be the Treasurer for the Greensboro Downtown Parks, Inc since 2017. She has served on the Board of the Women’s Professional Forum since 2016 and will be President of the organization in 2021. In her free time, Ashley enjoys cooking for family and friends, traveling, hiking in the mountains, and playing music on her guitar and piano.