Ashley is the Director of Financial Planning Services and a Certified Exit Planning Advisor (CEPA) at GenCrest, bringing over 20 years of financial services experience to our clients, including investment management, direct participation programs, income tax strategies, insurance planning, cash flow management, estate planning, and charitable giving.

Ashley fosters a comprehensive, individualized, and multi-faceted approach to various specialized areas of expertise, including business value acceleration, divorce planning, real estate investment, and foreign asset ownership. Ashley also oversees the tax planning and return preparation services for firm clients. Additionally, she coordinates with other key team members to offer tax and financial planning expertise related to business owner strategies, divorce situations, and customized investment management objectives.