Ashley E. Tate
CPA/PFS, CFP®, MPAcc
Director of Tax and Consulting / Member Owner
“Do the best you can until you know better. Then when you know better, do better.” – Maya Angelou
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Education &
Affiliations &
Ashley has been involved in the financial services industry since 2011. She was with Peay & Associates, LLC, CPAs until it joined with Savant Tax & Consulting in 2023.
Ashley earned a bachelor of arts degree in accounting with a minor in economics from Wofford College in Spartanburg, SC and a master of professional accountancy degree with concentration in taxation from Clemson University. She is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA). Ashley is a CERTIFIED FINANCIAL PLANNER® professional and a Certified QuickBooks ProAdvisor. She is a member of the AICPA.
Ashley is an active member of Broad Street United Methodist Church where she serves as chair of the Finance Committee. She serves on the board of the Laurens County Healthcare System by appointment from the Governor of South Carolina. In her spare time, Ashley enjoys spending time by the water, cheering on the Wofford Terriers and Clemson Tigers, and attending as many country music concerts as possible.
Education &
Designations
- Wofford College, Spartanburg, SC
Bachelor of Arts in Accounting - Clemson University
Master of Professional Accountancy with concentration in Taxation - Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER® professional
- Certified QuickBooks ProAdvisor
Affiliations &
Community Service
- American Institute of Certified Public Accountants (AICPA) – member
- Broad Street United Methodist Church – member, Finance Committee chair
- Laurens County Healthcare System – board member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.