The McDonagh Bauers
Private Wealth Team
The McDonagh Bauers
Private Wealth Team
Affluent individuals like you demand more from their private wealth experience.
They require exceptional service, and they value attentive solutions that address specific needs. Ashton Thomas empowers your advisor team with the resources to deliver tailored solutions for your wealth advice journey.
The McDonagh Bauers Private Wealth Team brings depth of experience and perspective to help you address the complexities of managing multigenerational wealth. Our aim is to provide focused advice that simplifies your complex financial life, allowing you to focus on what matters most to you.
From investment advice to estate planning and tax consulting, Ashton Thomas provides the capabilities which allow us to deliver a complete suite of private client solutions tailored for you. Through attention to detail and thoughtful interactions, we strive to provide you with an exceptional wealth management experience for as long as we have the privilege of serving you.
The McDonagh Bauers Private Wealth Team
Ted McDonagh
Managing Director, Partner
Private Wealth Advisor
Daniel Bauers
Director, Partner
Private Wealth Advisor
Justine Kinaj
Senior Registered 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
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
