The McDonagh Bauers

Private Wealth Team


Ted McDonagh | Daniel Bauers | Justine Kinaj

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Multigenerational wealth solutions.

Thoughtful interactions.

Focused advice.

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.

At Ashton Thomas, our mission is providing you with clarity about your finances. Once you understand who you are, where you are, and where you’re going, you can find yourself empowered and inspired to improve all aspects of your Ideal Financial Life.

Meet the Team

The McDonagh Bauers Private Wealth Team

Ted McDonagh photo

Ted McDonagh

Managing Director, Partner

Private Wealth Advisor

Daniel Bauers photo

Daniel Bauers

Director, Partner

Private Wealth Advisor

Justine Kinaj photo

Justine Kinaj

Senior Registered Associate,
Private Wealth Client Services



Our Wealth Advisors deliver intelligent, personalized insights to you in the complex business of protecting and enhancing your wealth. Backed by dedicated, experienced professionals from across the financial services industry, our team is committed to helping you achieve your Ideal Financial Life.

Why Ashton Thomas?

Our Vision
Our Culture
Our Process
Our Vision
Ashton Thomas Office Map

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.

Our Culture

​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.

Our Process

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.


With Distinction

Ashton Thomas provides a full suite of advisory services and access to complementary solutions which are tailored for the needs of affluent clients. From central coordination of financial interests to complex multigenerational estate planning matters, our approach is all about you.

As we come to understand the pertinent aspects of your financial life, such as your views on risk and reward and your family goals, we help construct a roadmap to guide you toward success, then track progress along the way. Our goal: provide each client with consistency and attentive service in the process of building lasting relationships.
Meet Our Support Team
Financial Plan

* 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 photo

Murray Smith, CFP®

Sr. Director, Head of Planning and Integration
Amy Kane photo


Sr. Director, Head of Family Dynamics and Private Wealth

Dan Ritter photo

Dan Ritter, CPA

Senior Private Client

Tax Advisor

Katie Leech photo

Katie Leech, CPA

Senior Private Client

Tax Advisor

Julie Olander photo

Julie OlanderCFP®AAMS®

Senior Private Client

Financial Planner

Rachel Black photo

Rachel Black

Private Client

Tax Advisor

Michael Serio photo

Mike SerioCFA®, CAIA®, MBA

Chief Investment


Claudiu Barbos photo

Claudiu Barbos

Director of Investments

and Trading

Ron Piccinini photo

Ron Piccinini, Ph.D

Director, Head of

Investment Research

Brandon Cromer photo

Brandon Cromer

Asst. Director of Investments

and Trading

Deanna Tierney photo

Deanna Tierney

Senior Private Client

Banking Consultant

Erica Bloudek photo

Erica Bloudek

Chief Operating


The smallest details can lead to important discoveries.

Being allowed to “color outside the  lines” illuminates fresh thinking.

Inspiration can turn into positive change.

We believe a collaborative approach which encompasses these elements is the path to your Ideal Financial Life.

Contact Us

Connect With Our Team

Midtown Manhattan Office

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and 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. Representatives of entities listed may only conduct business with residents of the states and jurisdictions in which they are properly registered. Check the background of the investment firm on SEC's ATPW|Adviser Check and ATS|Adviser Check.

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