Ashley Herford

As the Office Manager, Ashley Herford plays a pivotal role in helping to ensure smooth operations and exceptional client service. She supports clients and the office with various administrative and operational tasks, from opening new accounts and setting up clients online to handling client requests like updating beneficiary designations and processing required minimum distributions (RMDs). Ashley also schedules client meetings and ensures that compliance files are accurately maintained and recorded in a timely manner.

Before joining the firm, Ashley spent seven years as a Relationship Manager in a single-family office, where she served as an advisor to a multi-generational family. Her responsibilities included estate tax, wealth transfer, and income tax planning, as well as educating the rising generation on wealth preservation and succession planning for the family office. Prior to that, Ashley worked at Bank of America in the Executive Advisory Services group, providing comprehensive financial, tax, and estate planning services to top-tier executives. She began her career in public accounting as a tax accountant.

Ashley holds a B.S. in Information Science and a Master of Accounting from UNC Chapel Hill, and she has been a CPA in North Carolina since 2011.

Outside of work, Ashley enjoys trips to the lake, playing pickleball, is a new but enthusiastic Mahjong player, and volunteers at St. Matthew Catholic School.  Ashley lives in Charlotte with her husband, Patrick, and stays very busy with their 3 kids who are active in many sports.