Laura Bourbonnais is CMO and co-founder of Bourbonnais Tax Associates LLC. In addition to providing exceptional service to our clients in the areas of tax consulting, accounting, and business analysis and strategy, Laura has been a licensed real estate professional since 1998 and currently holds her Series 65 and North Carolina Life and Health licenses. As a serial entrepreneur and business management professional, she brings over 25 years of business and management experience to the firm, including over a decade of restaurant management and food service industry experience, over 20 years of real estate experience, and extensive multi-location franchise ownership and operations.
Ashley literally grew up in the financial services industry, the daughter of a husband-and-wife team of entrepreneurs with decades of combined experience, both in broad-based solutions and in fintech. By the time she turned 21, she was already seasoned in operations, administration and asset allocation. Ashley is also deeply steeped in the distribution of financial solutions via turnkey asset management platforms, having been liaison to dozens of broker-dealers, RIAs, and CPAs. This wealth of experience combines beautifully with her can-do personality, allowing her to forge strong and lasting personal connections. A great listener, Ashley is dedicated to the best interests of every client she serves. She holds her Series 65 and Texas Life and Health Insurance license and is Financial Gravity’s Senior Family Office Partner.
Ashley literally grew up in the financial services industry, the daughter of a husband-and-wife team of entrepreneurs with decades of combined experience, both in broad-based solutions and in fintech. By the time she turned 21, she was already seasoned in operations, administration and asset allocation. Ashley is also deeply steeped in the distribution of financial solutions via turnkey asset management platforms, having been liaison to dozens of broker-dealers, RIAs, and CPAs. This wealth of experience combines beautifully with her can-do personality, allowing her to forge strong and lasting personal connections. A great listener, Ashley is dedicated to the best interests of every client she serves. She holds her Series 65 and Texas Life and Health Insurance license.