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Karen W. McDade, CFP®, AIF®, CDFA® - Email & Phone Number

Senior Wealth Advisor at Ashton Thomas Private Wealth

Karen W. McDade, CFP®, AIF®, CDFA® is based out of Scottsdale, Arizona, United States and works at Ashton Thomas Private Wealth as Senior Wealth Advisor.

Karen W. McDade, CFP®, AIF®, CDFA®'s Contact Information

Latest update
May 9, 2024
Location
Scottsdale, Arizona, United States

Karen W. McDade, CFP®, AIF®, CDFA®'s Work History

Senior Wealth Advisor
Ashton Thomas Private Wealth
Dec 2022 - Present
Director of Financial Planning
Ashton Thomas Private Wealth
Aug 2016 - Dec 2022
Member, National Board of Directors
Financial Planning Association (FPA)
Jan 2019 - Present
Financial Literacy Circle Member
Girl Scouts–Arizona Cactus-Pine Council
Jan 2014 - Jan 2019

Karen W. McDade, CFP®, AIF®, CDFA®'s Education

College For Financial Planning
CFP
2001 - 2002
WTHS

Karen W. McDade, CFP®, AIF®, CDFA®'s Skills

Retirement Planning
Investments
Financial Planning
401(k) Retirement Savings Plans
Insurance
Certified Financial Planner

Karen W.'s current employer

Ashton Thomas Private Wealth logo

Ashton Thomas Private Wealth

Description
HQ Location
Scottsdale, AZ, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Karen W. McDade, CFP®, AIF®, CDFA®

What company is Karen W. McDade, CFP®, AIF®, CDFA® working for?
Karen W. McDade, CFP®, AIF®, CDFA® works for Ashton Thomas Private Wealth.
What is Karen W. McDade, CFP®, AIF®, CDFA®'s function at Ashton Thomas Private Wealth?
Karen W. McDade, CFP®, AIF®, CDFA® is Senior Wealth Advisor at Ashton Thomas Private Wealth.
Where is Karen W. McDade, CFP®, AIF®, CDFA® based?
Karen W. McDade, CFP®, AIF®, CDFA® is based out of Scottsdale, Arizona, United States.
Who are Karen W. McDade, CFP®, AIF®, CDFA®'s co-workers?
Karen W. McDade, CFP®, AIF®, CDFA®'s colleagues are Claudiu Barbos, Jolen Garcia, Brandon Cromer, Murray Smith, Erica Bloudek, Adam Hoffman, Patrick Foley, Alex Demack, Lance Knight, Shawn Porter, Kerry Severn, Blake Mattfeldt, Becca Dammann, Heidi Brodt, Taylor Knight, Jay Penney, David Hatfield, Joyce McDonough, Richard Garber, Bratton DuBose, Michael Porter, Karen McDade, Wills Marcello, Melissa Patafio, Jason Buchanan, Michael J. Wong, CFA®, CPA/PFS™, CRSP®, Brandon Kahoun, Katie Leech, Richard Pyle, Brad Burr, Ryan Lovett, Goda Stevens, Joseph Krasnov.
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Karen W.'s co-workers

Claudiu Barbos avatar
Claudiu Barbos
Director of Investments & Trading
Jolen Garcia avatar
Jolen Garcia
Director of Investment Operations
Brandon Cromer avatar
Brandon Cromer
Assistant Director of Investments & Trading, Portfolio Manager
Murray Smith avatar
Murray Smith
Director of Advanced Planning
Erica Bloudek avatar
Erica Bloudek
Director Of Operations
Adam Hoffman avatar
Adam Hoffman
Director of Investments and Trading
Patrick Foley avatar
Patrick Foley
Chief Operating Officer
Alex Demack avatar
Alex Demack
Executive Assistant
Lance Knight avatar
Lance Knight
Managing Wealth Advisor
Shawn Porter avatar
Shawn Porter
Wealth Advisor
Kerry Severn avatar
Kerry Severn
Wealth Advisor
Blake Mattfeldt avatar
Blake Mattfeldt
Private Client Tax Advisor
Becca Dammann avatar
Becca Dammann
Senior Wealth Advisor
Heidi Brodt avatar
Heidi Brodt
Business Manager
Taylor Knight avatar
Taylor Knight
Client Service Associate
Jay Penney avatar
Jay Penney
Senior Wealth Advisor
David Hatfield avatar
David Hatfield
Chief Technology Officer
Joyce McDonough avatar
Joyce McDonough
Investment Operations Manager
Richard Garber avatar
Richard Garber
Managing Wealth Advisor
Bratton DuBose avatar
Bratton DuBose
Managing Wealth Advisor
Michael Porter avatar
Michael Porter
Managing Sr. Wealth Advisor
Karen McDade avatar
Karen McDade
Senior Wealth Advisor
Wills Marcello avatar
Wills Marcello
Wealth Management Advisor
Melissa Patafio avatar
Melissa Patafio
Senior Transition Specialist
Jason Buchanan avatar
Jason Buchanan
Wealth Advisor
Michael J. Wong, CFA®, CPA/PFS™, CRSP® avatar
Michael J. Wong, CFA®, CPA/PFS™, CRSP®
Senior Wealth Advisor
Brandon Kahoun avatar
Brandon Kahoun
Wealth Advisor
Katie Leech avatar
Katie Leech
Senior Private Client Tax Advisor
Richard Pyle avatar
Richard Pyle
Wealth Advisor at Ashton Thomas Private Wealth
Brad Burr avatar
Brad Burr
Wealth Advisor
Ryan Lovett avatar
Ryan Lovett
Senior Wealth Advisor
Goda Stevens avatar
Goda Stevens
Wealth Advisor
Joseph Krasnov avatar
Joseph Krasnov
Information Technology System Administrator
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