Ashley’s role is Director of Financial Planning Services at Hutchinson Family Offices, a multi-client family office managing and overseeing the high net-worth family’s wealth. With nearly 20 years of financial services experience, Ashley fosters a comprehensive, individualized and multi-faceted approach to financial planning including investment management, income tax strategies, cash flow management, estate planning and charitable giving. Her more specialized areas of expertise include small business owner strategies, real estate holdings, foreign asset ownership and Social Security maximization.
Ashley oversees the tax planning and return preparation services for firm clients. She also provides strategic, customized recommendations to 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.
Ashley is a graduate from University of North Carolina at Greensboro with a Master’s in Accounting. She obtained her Certified Financial Planner (CFP®) designation in 2008 and additionally became a Certified Public Accountant (CPA) in 2013. Ashley maintains professional membership in the North Carolina Association of CPAs 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 (GDPI) which oversees the management of both LeBauer and Center City Parks in downtown Greensboro. She has served on the Board of the Women’s Professional Forum since 2016. In her free time, Ashley enjoys cooking for family and friends, traveling (especially internationally), hiking in the mountains and playing music on her guitar and piano.