CFP®, CPA, MAcc
Financial Advisor
My focus is to help successful individuals and business owners more efficiently accomplish their goals. Education, experience, and ethics are the keys to helping smart people make smarter financial decisions.
Ashley is a financial advisor in Savant’s Santa Fe, NM and Scottsdale, AZ offices.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Ashley 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 has been involved in the accounting and financial services industries since 2017. Prior to joining Savant, she served three internships at accounting firms – two in Santa Fe and one in Fort Collins, CO. She also interned at Savant before transitioning to her current role.
Ashley is a member of the American Institute of Certified Public Accountants and the Financial Planning Association, as well as the Santa Fe Chamber of Commerce and the Santa Fe Hispanic Chamber of Commerce. In 2023, she was recognized by the Santa Fe Hispanic Chamber of Commerce as a 40 Under Forty Top Business Leader in Santa Fe and northern New Mexico. After receiving the award, Ashley became a member of the SFHCC board and plays an active role in recognizing other young professionals. She loves this opportunity to give back to the community in which she was born and raised. In 2024, Ashley was honored as an Excellence Awardee (finalist) for InvestmentNews’ Women to Watch Rising Star Advisor of the Year, a recognition celebrating excellence and achievement in the first three years as an advisor.
Ashley earned a bachelor of science 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.
Ashley proudly serves her country as a technical sergeant in the New Mexico Air National Guard. On weekends, she and her husband Mario love spending time outdoors, hiking, skiing, and discovering the local restaurants and sights of New Mexico.
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.
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.