The Schwinck Private

Wealth Team


Cherry Creek (Denver) | Colorado Springs

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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 will find yourself empowered and inspired to improve all aspects of your Ideal Financial Life.

Meet the Team

The Schwinck Private Wealth Team
Karl Schwinck Headshot

​Karl Schwinck, MBA

Managing Wealth Advisor

John McCloskey Headshot

John McCloskey

Senior Wealth Advisor

Cade Hammarquist Headshot

Cade Hammarquist

Wealth Advisor

Sandy Martin Headshot

Sandy Martin

Private Wealth Client Associate

Tiffany Shorkey Headshot

Tiffany Shorkey

Private Wealth Marketing Associate



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.

Once we have a clear understanding of what you want your money to achieve, we help identify the trade-offs you are willing to make and the resources necessary to help you live your Ideal Financial Life.

From there, we create your Wealth Blueprint to align your priorities and offer a consolidated view of your financial life.

Financial planning software often produces lengthy, complex reports which are difficult to digest. We use proprietary outputs to summarize your plan in a few pages, making it easy for you to understand and implement your personal vision.

Our consistent and continuous process is all about youyour views on financial risk and reward, setting family goals, and creating a roadmap that points you toward success.

Meet Our Support Team
Financial Plan

Private Client 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 Headshot

Murray Smith, CFP®

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


Sr. Director, Head of Family Dynamics and Private Wealth

Dan Ritter Headshot

Dan Ritter, CPA

Senior Private Client Tax Advisor

Michael Serio Headshot

Mike SerioCFA®, CAIA®, MBA

Chief Investment Strategist

Claudiu Barbos Headshot

Claudiu Barbos

Director of Investments and Trading

Brandon Cromer Headshot

Brandon Cromer

Asst. Director of Investments and Trading

Deanna Tierney Headshot

Deanna Tierney

Senior Private Client Banking Consultant

Erica Bloudek Headshot

Erica Bloudek

Chief Operating Officer

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

Cherry Creek Office

2955 E 1st Avenue

Suite 300

Denver, CO 80206

Main: 303.951.9453

Colorado Springs Office

1155 Kelly Johnson Blvd

Suite 111

Colorado Springs, CO 80920

Main: 719.247.9646

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 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. M.S. Howells & Co. 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 in which they are properly registered. Check the background of the firm or investment professional on BROKER CHECK or ADVISER CHECK.

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