Wealth Management Advisor
Ashlee Henson, MBA, CPA, CFP ®, CPFA is a Wealth Management Advisor with HawsGoodwin. Ashlee is responsible for establishing client relationships and focuses on holistic financial planning to address retirement, estate plan, insurance and tax management needs. She also specializes in Social Security planning and corporate retirement plans.
Prior to joining HawsGoodwin, Ashlee worked as a Portfolio Advisor and Associate Wealth Advisor in the wealth management affiliate of KraftCPAs. From 2012 to 2015, she served as a Client Service Representative and Financial Planning Specialist at an independent RIA firm in her native state of Alabama.
Ashlee graduated Summa Cum Laude with her MBA in Accounting from Troy University before obtaining her CPA license in Alabama and Tennessee. She is a practicing CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor (CPFA).
On a personal note:
You are likely to find her visiting with friends and family in Tennessee and Alabama, attending SEC football games or Preds games, trying new Nashville restaurants with her supper club, hiking a National Park, or exploring a new city.