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Current Role

Ashlie focuses on helping clients through the whole life cycle of their business, from start-ups to mid-market pass throughs and exit planning. She specializes in trust and estate administration, exit planning, and S corporation advisory services, delivering personalized support to high-net-worth clients and their businesses.

Service Areas

• Advisory and tax services
• Estate, gift and trust consulting
• Exit planning

Experience

Ashlie’s extensive experience in advisory and tax services spans from individuals to a wide range of businesses. Prior to joining ��è��Ƶ, Ashlie was a founding partner with Teeling & Co, which combined with ��è��Ƶ in 2026 to offer an expanded level of service. She has extensive experience serving business owners, executives, and independent professionals, with a particular emphasis on guiding entrepreneurs through the life cycle of their businesses. She helps closely held businesses plan for succession or an external exit, including the estate, gift and tax consideration for multi-generational families.

A Closer Look

• Actively involved in her community, Ashlie serves as a board member of the National Pediatric Cancer Foundation and director of the Curren Foundation for the Diagnosis and Treatment of Neuro-Oncological Disorders, Inc. She is a board member of the Economic Club of Tampa and involved in Safety Bears 4 Kids and Mary Lee’s House.
• Ashlie continues her involvement with the accounting honors society, Beta Alpha Psi, where she once held various leadership roles and was honored with the Dr. Stephens Heart & Soul award.