Ashley’s Approach
Ashley R.G. Olivas
CFP®, CPA, MAcc
Financial Advisor
Overview
Financial advisor Ashley (Gorman) Olivas, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Ashley joined Savant after completing internships at accounting firms in Santa Fe, New Mexico, and Fort Collins, Colorado, as well as an internship with Savant that led to her current advisory role. She works out of Savant’s Santa Fe and Scottsdale, Arizona, offices.
Ashley is a member of the American Institute of Certified Public Accountants, the Financial Planning Association, the Santa Fe Chamber of Commerce, and the Santa Fe Hispanic Chamber of Commerce. In 2023, the Santa Fe Hispanic Chamber named her one of its 40 Under Forty Top Business Leaders in Santa Fe and Northern New Mexico. She later joined the Chamber board to help recognize and support other young professionals.
In 2024, Ashley was honored as an Excellence Awardee (finalist) for InvestmentNews’ Women to Watch Rising Star Advisor of the Year. In 2025, she was named a Rising Star of the Year by the WealthManagement.com Industry Awards, known as the “Wealthies.” The national recognition celebrates next-generation leaders who demonstrate vision, creativity, integrity, and measurable impact in their firms and across the wealth management profession.
Ashley is a proud veteran of the New Mexico Air National Guard, where she served for more than 11 years. She holds a bachelor’s degree in business administration with concentrations in accounting and financial planning and a master of accountancy (MAcc) degree with specialization in taxation, both from Colorado State University.
Outside of work, Ashley and her husband, Mario, enjoy hiking, skiing, and exploring New Mexico’s local restaurants and scenic destinations.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Colorado State University
Bachelor of Science in Business Administration with concentrations in Accounting and Financial Planning
Master of Accountancy (MAcc) with specialization in Taxation
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
- MAcc
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Financial Planning Association – member
- Santa Fe Chamber of Commerce – member
- Santa Fe Hispanic Chamber of Commerce – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
“Bulls” and “Bears:” Where do those terms come from?
Given the broad impact of our market downturn, you have probably heard the term, “bear market.” But have…
Estate Planning Considerations in New Mexico
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations…
All Insights by Ashley R.G. Olivas
3 insights
Is $2M Enough for Your Retirement Video from Savant Wealth Management
Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can…
“Bulls” and “Bears:” Where do those terms come from?
Given the broad impact of our market downturn, you have probably heard the term, “bear market.” But have…
Estate Planning Considerations in New Mexico
Whether you live in New Mexico or are considering a move, there are several different estate planning considerations…
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.
2023 Santa Fe Hispanic Chamber of Commerce 40 Under Forty Top Business Leaders: This annual ranking published in 2023 was designed to recognize 40 young professionals in the Santa Fe community who are up-and-coming leaders in their field of work who strive to make a positive impact in their community. Savant did not pay to participate in this rating.
2024 InvestmentNews Women to Watch Rising Star Advisor of the Year: This annual ranking published in August 2024 recognizes the outstanding female advisor who has displayed excellence in their first three years as an advisor. Savant did not pay to participate in this ranking.
2025 WealthManagment.com Rising Star of the Year: This annual rating was published in September 2025. An independent panel of judges in the industry selected winners from more than 1,200 nominations for the Wealth Management Industry Awards. The panel reviewed and verified the final results, which were announced at the live awards gala. Savant did not pay a fee to be considered for this award.