John McCloskey
Senior Wealth Advisor
John McCloskey
John develops focused planning strategies to address each individual client’s specific needs. He was integral in Forbes naming the team a 2023 Best-in-State Team.1
John has more than 15 years of experience in financial services. Prior to becoming a wealth advisor, he led an operations team for Wells Fargo Advisors which served financial advisors and their clients in the Greater Colorado market.
“Our clients are the heart and soul of our practice,” states John. “Our team is focused on understanding their aspirations and works hard to keep them moving toward their desired outcomes. Backed by the service and solutions provided by Ashton Thomas, we believe that we have something special to offer wealth management clients.”
The Schwinck Private Wealth Team is led by Karl Schwinck - Managing Wealth Advisor. In addition to John, the team also includes Cade Hammarquist-Wealth Advisor, Tiffany Shorkey - Private Wealth Marketing Associate and Sandy Martin - Private Wealth Client Associate.
John originally hails from the Chicago area, but has called Colorado home since 2010. He is a graduate of Eastern Illinois University, from which he received a Bachelor of Science degree in Finance.
John, his wife, and two boys love all that Colorado has to offer. They enjoy spending their free time skiing, hiking, and exploring the great outdoors of the Rock Mountain region.
Investment Advisory services are provided by Ashton Thomas Private Wealth, LLC, an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer. Member of FINRA/SIPC. Insurance products are offered through Ashton Thomas Insurance Agency, LLC, a licensed insurance agency. Tax services are provided by Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency, LLC. Though there are similarities among these services, the investment advisory programs, brokerage services, insurance, and tax services offered by Ashton Thomas' advisors are separate and distinct, differ in material ways, and are governed by different laws and separate contracts with you. M.S. Howells & Co., does not provide legal or tax advice and is not affiliated with Ashton Thomas Private Wealth, LLC or any of its affiliates. Representatives of entities listed may only conduct business with residents of the states and jurisdictions they are properly registered. A copy of Ashton Thomas Private Wealth, LLC's current written disclosure statement discussing advisory services and fees is available for review upon request. Check the background of the investment firm on SEC’s Adviser Check.
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