Timberline Bank headquartered in Grand Junction announced an alliance with the Ashton Thomas Private Wealth Confluence Team to provide a range of services to clients.

“Clients entrust us not only with their wealth, but also with their aspirations for the future. Our alliance with Ashton Thomas’ Confluence Team reinforces our commitment to providing comprehensive financial solutions,” said Jim Pedersen, co-chief executive officer of Timberline Bank. “By integrating private wealth advisement within our private bank, we ensure that our clients receive personalized guidance tailored to their unique goals, ultimately empowering them to achieve financial success with confidence.”

Jeff Taets, co-CEO of Timberline Bank,  said the bank will maintain a close working relationship with what’s now the Ashton Thomas Confluence Team. “Celebrating the successful transition of the Confluence Team to Ashton Thomas is a momentous occasion for us. We are excited to continue this relationship knowing that our shared core values and customer-centric approach will drive us toward even greater success together.”

The Confluence Team includes Angela Johnson, managing wealth advisor; Doug May, wealth advisor; Nic Hansen and Joshua May, associate wealth advisors; Denise Cook, senior associate for private wealth client services; and Lisa Mauser, associate for private wealth client services.

Johnson and May joined Ashton Thomas Private Wealth as part of the Confluence Team based in Grand Junction. The team had about $300 million in assets under management while at their prior firm, WealthSource.

“Ashton Thomas offers a supportive environment with experienced professionals who approach wealth advice like we do. In the end, we made the decision because we believed this was the right choice for the clients we have served for so long,” Johnson said.

Daniel Barry, chief growth officer for Ashton Thomas, said Johnson and May are part of the firm’s second team and third office location in Colorado. “They are outstanding, high-caliber financial professionals who have diligently served clients for decades in the Western Slope region. We are thrilled to have them based in the Grand Junction Timberline Bank branch.”

Ashton Thomas Private Wealth offers a range of services, including fee-based financial planning and investment portfolio management, retirement plan counseling, securities brokerage, life and health insurance and income tax preparation. For more information, visit https://advisors.ashtonthomaspw.com/confluenceteam.

Timberline Bank operates branches in Grand Junction as well as Aspen and Montrose. For more information, log on to the website at www.TimberlineBank.com.