Ashley is a Manager in the Private Client group, and has approximately 10 years of experience in public accounting. She works directly with high net worth individuals and their advisors on individual tax planning, compliance, and consulting projects.
Ashley has experience in areas such as trusts, gifting, partnerships, and foundations. She helps family groups devise tax strategies to ensure future generations are well-positioned. Ashley also assists advisors and attorneys in estate and gift tax planning strategies.
Ashley received a Bachelor of Science in Accounting from Merrimack College and a Master of Science in Taxation from Suffolk University.
Boston Estate Planning Council
Massachusetts Society of Certified Public Accountants