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Your Goals and Dreams, Our Guidance

In the pursuit of your financial goals, you deserve someone who can provide you with personalized and transparent advice. We are here to listen and help you plan for your future with confidence.

We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Develop an investment strategy that is flexible and tracks your goals with our guidance and help.

Marcel Campos

MBA
Wealth Advisor, Partner
Senior Portfolio Manager

J. Hirohito Yamaguchi Esquivel

Wealth Advisor

Braden S. Schaffner

Wealth Advisor, Partner
Senior Portfolio Manager

Stefan P. Faria

MBA
Wealth Advisor, Partner
Portfolio Manager & Research

Julian Montez

Client Service Associate

Alysia Villegas

Client Service Associate

Craig A. Campbell

Founder
Wealth Advisor, Managing Partner
Senior Portfolio Manager

Private Wealth Support Team

As part of the Ashton Thomas Private Wealth Network, our team has access to experienced professionals from across the financial advice spectrum. 
We draw from that knowledge and perspective to create focused solutions tailored to your goals and desired outcomes.

Amy Kane

CFP®, CPA, CTFA, CDFA®

Sr. Director, Head of Family Dynamics and Private Wealth

Dan Ritter, Jr.

CPA

Senior Private Client Tax Advisor

Katie Leech

CPA

Senior Private Client Tax Advisor

Claudiu Barbos

Director of Investments and Trading

Ron Piccinini

Ph.D.

Director, Head of Investment Research

Deanna Tierney

Senior Private Client Banking Consultant