Helena, MT Office

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, using a range of investment strategies and proprietary platforms.

Raeann Yarn is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ashton Thomas in 2024, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she participates in the TikTok Creator Program as a content creator focused on fashion and also works as a food delivery driver for Door Dash. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and family office services, utilizing a range of investment strategies and the Amplify Platform for back-office support and access to program managers.

Daniel Fontenot is a financial advisor at Ashton Thomas Private Wealth with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at Wells Fargo Bank, N.A., and J.P. Morgan Securities. Fontenot is based in Helena, MT. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to individuals, businesses, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform approach that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Katherine Gillette is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. She currently works at Ashton Thomas Private Wealth and has previously held roles at Moneta Group Investment Advisors, IWP Wealth Management, and Wipfli Financial Advisors. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform approach that incorporates mutual funds, ETFs, independent managers, and alternative strategies, with access to third-party managers via its Amplify Platform.