Ashley Yantz, CPA, MSA

Manager


"Love challenges, be intrigued by mistakes, enjoy effort, and keep on learning." – Carol Dweck

Ashley is a tax manager in the firm’s Woburn office, specializing in tax planning and compliance for individuals, trusts, and family limited partnerships.  She works closely with clients and their other financial advisors to develop and enact tax, gifting, and philanthropic planning strategies that address their personal goals.

Prior to joining the firm, she served as a tax manager in the Family & Fiduciary Group of a large financial consulting firm in Massachusetts.

Ashley earned a Bachelor of Arts in Cognitive Neuroscience from Scripps College and a Master of Science in Accountancy from Bentley University.  She is currently working toward her Certificate in Financial Planning.

Three things you don't know about me:

  • I have lived in six different states.
  • I am a voracious reader, averaging 1-2 books a week.
  • I’m an unabashed Duke Blue Devils basketball fan.

Business Activities:

Member, American Institute of Certified Public Accountants

Volunteer/Service Activities:

Treasurer & Board Member, The Wish Project