01/24/2025
While the rest of us were freezing in Wyoming’s wintry winds last week, our Senior Portfolio Manager & Wealth Advisor, Kate Johnson, was hard at work in the mild winter sunshine of Arizona. Every quarter, Kate goes to the Ashton Thomas Private Wealth headquarters in Scottsdale, Arizona to collaborate with other wealth advisors from across the country, in our firm’s Advisor Council. These collaborative meetings help us to make sure that we are constantly evolving to stay ahead of industry trends and offering our clients the best solutions & services we can. Kate’s involvement in Advisor Council is our way of shaping a brighter future for all our clients—no matter the forecast! ❄️➡️☀️
Pictured from left to right is Michael Wong, Senior Wealth Advisor, CFA®, CPA/PFS™, CRSP®; Kate Johnson, Wealth Advisor, MBA; Blake Mattfeldt, Private Client Tax Advisor, CPA, CFP® Professional; Taylor Knight, Private Wealth Client Services; and Claudiu Barbos, Senior Director, Head Trader and Portfolio Manager.