Ashley Yantz, CFP, CPA

ASH FINAL

Senior Wealth Analyst

Ashley Yantz is a Senior Wealth Analyst at Lake Street Advisors responsible for the implementation and monitoring of financial planning and family office services for clients. Ashley enjoys being part of a team that exists to provide a dependable and personalized wealth management experience for each client family.

Ashley is both a CPA and a CERTIFIED FINANCIAL PLANNER™ professional with over 8 years of experience helping individuals, closely held businesses, and families reach their goals. Prior to joining Lake Street in 2022, Ashley worked at a national advisory, tax, and assurance firm where, as a tax manager, she primarily assisted high-net-worth clients with income tax planning, gift and estate tax planning, and philanthropic planning.

Originally from Vermont, Ashley moved west and graduated from Scripps College with a bachelor’s degree in Cognitive Neuroscience. She graduate from Bentley University’s McCallum Graduate School of Business with a Master of Science in Accounting. Since 2019, Ashley has served passionately as the Treasurer on the Board of Directors for The Wish Project of North Chelmsford, MA – a nonprofit dedicated to helping families in need establish long-term residency. She lives in Boxford, MA with her husband and two sons, all of whom enjoy reading, spending time outdoors, and Duke Basketball.