Estate & Generational Wealth Planning Strategist, LPL Financial
Ashley Brown, JD, and Olson Wealth Group recognize that one of the most consequential decisions families face is how to define and preserve their legacy. For families of significance, this involves not only the thoughtful transfer of wealth but also the intentional passing on of values and priorities. Ashley collaborates with the Olson advisory team to help families articulate what matters most, establish clear objectives, and design plans that align with their long-term vision and purpose.
Ashley counsels the Olson Wealth Group on the full spectrum of estate planning and generational wealth transfer for clients. She helps ensure that each family’s intentions—whether directed toward heirs, philanthropic endeavors, or other priorities—are effectively translated into durable and tax-efficient strategies. Her work includes reviewing and refining estate planning documents, developing structures to help minimize estate tax exposure, and aligning trusts and other vehicles with overarching family goals.
Known for her clarity and precision, Ashley supports Olson Wealth Group in educating multiple generations and fostering a shared understanding of the planning process.
She began her career as a litigator in Texas before transitioning to estate planning in California, where she counseled clients on both foundational and advanced strategies. This diverse background equips her with the insight to anticipate challenges and provide comprehensive, forward-looking guidance.
Education
Bachelor of Music, Texas Christian University
Juris Doctor, University of Texas School of Law
