Deanna is a Senior Private Client Banking Consultant with Ashton Thomas Private Wealth. As an integral part of the firm’s Advanced Planning Team, she provides focused advice and direction to advisors and clients of the firm around credit, deposit, and lending solutions.
Ashton Thomas provides access to a range of banking solutions through third-party financial institutions,* such as those affiliated with some of the firm’s custodians. Deanna joined Ashton Thomas in 2022 to help the firm’s Wealth Advisors match the banking needs of clients with the various products and services available. Deanna can also guide clients through decisions on banking solutions available through local financial institutions to which they have access.
“Her depth of experience and knowledge in the banking space are an asset to the Ashton Thomas team and to the clients we serve,” states Murray Smith, CFP®, Director of Advanced Planning. “Clients have choices for their banking and lending needs, and they now have an advocate in Deanna to help them navigate those options as they work toward optimal outcomes.”
A native of Butte, Montana, Deanna has a degree in Finance from the University of Montana. She spent three decades in various personal banking roles in the Montana market with Wells Fargo and its predecessors. As a Relationship Manager and Premier Banker, her last role with Wells Fargo, she provided support to high-net-worth clients of the bank and assisted financial advisors in delivering banking solutions to their clients.
Deanna and her husband, Joel, reside in Helena, Montana. They enjoy spending time with family and friends at their Georgetown Lake cabin, exploring the great outdoors, and attending a variety of sporting events. Deanna also describes herself as an “animal lover.”