Ashley is a CPA that works with UHNW individuals and family groups and their related entities - mostly trust and estates, family partnerships and charitable planning.

She is also an early adopter of generative AI technology (think ChatGPT and BingChat) and enjoys finding ways to help firms incorporate it into their tax, accounting and financial planning practices. On the heels of that, she's a big fan of folks learning about automation in general (and Power Automate in particular). What AI won’t be able to do, automation can. And if it can’t, maybe we need an agent (a bot).

And finally, she's a big advocate of CPAs that work with small and medium-sized businesses on the tax side to (responsibly) add more services around financial planning. Oftentimes we’re the only “money matters” person in a client’s life and financial planning encompasses so much more than just stock portfolios. We can help make a positive difference not only for their business but for their personal financial matters as well.