The Confluence Private Wealth Team
Pictured left to right: Jared Hardin, Angela Johnson, Nic Hansen, Denise Cook, Doug May, Lisa Mauser
THE CONFLUENCE PRIVATE WEALTH TEAM
We believe wealth management clients today value accessibility, transparency, exceptional service, and attentive solutions. At Ashton Thomas, your private wealth team is empowered with the resources to deliver what you need when you need it. Consistently and with a personal touch.
The Confluence Private Wealth Team applies decades of financial experience to help you understand your wealth management goals, then work proactively toward them. From planning and investment needs to tax and banking1 solutions, our team brings together the resources you require. We aim to provide wealth advice solutions and client service with a “white glove” approach that speaks to who you are. This allows you to stay focused on what matters most while actively pursuing your Ideal Financial Life.
The Confluence Private Wealth Team
Angela Johnson
Managing Wealth Advisor
Doug May, CFA®
Wealth Advisor
Nic Hansen
Associate Wealth Advisor
Jared Hardin
Associate, Investment Portfolio Analyst
Denise Cook
Senior Associate, Private Wealth Client Services
Lisa Mauser
Associate, Private Wealth Client Services
Wealth Management Reimagined
At Ashton Thomas, we think differently about wealth management, challenging the status quo and constantly pushing for reinvention.
We believe success is not an entitlement. It has to be earned every day. We believe we are at our best when we are creating enduring relationships and personal connections, as well as providing insightful financial guidance.
The result? A life lived in greater alignment with your goals and dreams. This creates opportunity for more than you considered possible.
If it leads to you telling others about the Ashton Thomas story, then we consider that the highest compliment.
Ashton Thomas Footprint
Ashton Thomas Private Wealth is headquartered in Scottsdale, Arizona, and has office locations throughout the continental U.S.
Culture and Collaboration Define Us
Community, Respect, Excellence, Discipline, and Opportunity guide the actions of our team as they deliver solutions and services in support of each client’s Ideal Financial Life. We succeed by creating an experience that comes to life in large part because of how we treat our employees, how we support our advisors, how we serve our clients, and how we give back to our communities. We bring people, ideas, and solutions together to help your wealth and life work in harmony.
The Power of Collective Insight
What sets Ashton Thomas apart is our unwavering commitment to excellence in service, thought leadership, and innovation. Each client works directly with their Wealth Advisor, who takes the time to get to know you and what your Ideal Financial Life looks like. As needs arise and as your plan evolves, your advisor team involves specialists in various disciplines to provide you with ideas and solutions which go beyond the capabilities of any individual financial professional.
* Services provided by third-party entities not affiliated
with Ashton Thomas Private Wealth
The Private Client Experience
We understand relationships are built, not transacted. When selecting a wealth management firm, you make choices that can impact your wealth and life today, and impact generations to come. We recognize that and understand the weight of your decision.
Your Wealth Blueprint
At a root level, financial planning is a response to fundamental human needs. At its apex, true financial planning can introduce you to fresh perspectives and ideas, redefining the vision of what your Ideal Financial Life could be like. The smallest details can lead to important discoveries. Being allowed to “color outside the lines” illuminates fresh thinking. Inspiration can turn into positive change. Your Wealth Blueprint is a dynamic plan that strives to anticipate, respond to, and adapt to changes in your life and the world around you.
Your Portfolio Blueprint
As with your Wealth Blueprint, no two Portfolio Blueprints are exactly alike. We employ the latest technology and critical thinking to provide you with focused solutions. Regular market updates, 24/7 access to your portfolio, and a platform which has been recognized as an industry leader1 ensure you stay connected to your money as it works for you.
1 https://www.wealthmanagement.com/wealthies-circle/2022-companies/amplify-technology-llc/
WEALTH SOLUTIONS
With Distinction
* Services provided by third-party entities not
affiliated with Ashton Thomas Private Wealth, LLC
Private Wealth Support Team
Solutions Driven by Collaboration
Our experienced resources from across the financial services industry combine their knowledge and perspective to create focused outcomes for you.
Murray Smith, CFP®
Amy Kane, CFP®, CPA, CTFA, CDFA®
Sr. Director, Head of Family Dynamics and Private Wealth
Dan Ritter, CPA
Senior Private Client
Tax Advisor
Katie Leech, CPA
Senior Private Client
Tax Advisor
Julie Olander, CFP®, AAMS®
Senior Private Client
Financial Planner
Rachel Black
Private Client
Tax Advisor
Mike Serio, CFA®, CAIA®, MBA
Chief Investment
Strategist
Claudiu Barbos
Director of Investments
and Trading
Ron Piccinini, Ph.D
Director, Head of
Investment Research
Brandon Cromer
Asst. Director of Investments
and Trading
Deanna Tierney
Senior Private Client
Banking Consultant
Erica Bloudek
Chief Operating
Officer
Connect With Our Team
Connect With Our Team
Grand Junction Office
