Sandy Martin
Sandy is a Private Wealth Client Associate with the Schwinck Private Wealth Team at Ashton Thomas. Sandy is based in the Colorado Springs office and oversees the operations for the Cherry Creek (Denver) office, as well. She delivers white-glove, personalized service by ensuring the operational needs of the team’s clients are completed efficiently and in a timely manner.
Prior to joining Ashton Thomas, Sandy served in a similar role with Wells Fargo Advisors and has been in the financial services industry for 23 years. She was integral in Forbes naming the team a 2023 Best-in-State Team.1
“Because our clients are the focal point of what we do every day,” states the team’s Managing Wealth Advisor, Karl Schwinck, “Sandy is a crucial part of our success and our ability to consistently meet and exceed our client’s expectations. She is not only a terrific client service representative, she is also a wonderful human being and we are fortunate to have her as part of our team!”
The Schwinck Private Wealth Team is led by Karl. In addition to Sandy, the team also includes John McCloskey - Senior Wealth Advisor, Cade Hammarquist - Wealth Advisor, and Tiffany Shorkey - Private Wealth Marketing Associate.
A Minnesota native, Sandy has lived in Colorado since 1982. She and her husband, Ray, have two children and four grandchildren who keep them very busy, particularly running between youth sporting event to cheer them on. Sandy also enjoys doing cross-stitch and researching her family genealogy, which she has been able to trace back to the 1600s.
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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