Patrick Smith is an Associate, Private Wealth Client Associate with Ashton Thomas Private Wealth, where he supports advisors and works directly with clients across a range of financial and service-related needs. He especially enjoys working with business owners, as their personal and business finances often involve added complexity and require thoughtful coordination.

Patrick began his financial-services career with Saturna Capital in Investor Services, where he gained hands-on experience with transactions, account maintenance, transfers, and the processes involved in servicing investment accounts. That operational foundation continues to shape his work today, allowing him to support clients and advisors with a strong understanding of how the various pieces of an investment relationship fit together.

His approach is centered on responsiveness, clear communication, and follow-through. Patrick works to make the service side of a client’s financial life as straightforward as possible by helping ensure requests are handled accurately and promptly, coordinating when additional support is needed, and keeping clients informed throughout the process. He believes clients should feel confident that their questions are being taken seriously and that they understand what happens next.

Patrick also believes good financial advice should provide clarity, direction, and peace of mind. Whether supporting investment management, retirement planning, cash management, or more complex account needs, he aims to help clients better understand their financial picture and how today’s decisions fit into their broader long-term goals.

He earned a Bachelor of Business Administration from Gonzaga University with a concentration in Finance.

Originally from Washington, Patrick now lives in Arizona. Outside of work, he enjoys spending time with friends and family and staying active outdoors through mountain biking, fishing, skiing, and golf.

Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”), SEC-registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.