Ascendant Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Ascendant Wealth Management Group
Team photo for Ascendant Wealth Management Group

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Advisors

Rob Marshall

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Rob Marshall's website

Jeffrey Brandt

CRPC, APMA, CMFC

Private Wealth Advisor

Chief Executive Officer of Ascendant Wealth Management Group
Visit Jeffrey Brandt's website

Max Marshall

Financial Advisor

Visit Max Marshall's website


Team

Karen Riccelli

Karen Riccelli

Client Relationship Manager

Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Chanelle Helle

Chanelle Helle

Client Service Coordinator

Linda Lahr

Linda Lahr

Operations Director,

Practice Manager
Ron Hammond

Ron Hammond

Financial Planning Specialist

Shaini Lewis

Shaini Lewis

Business Development Director

Tracy Ihle

Tracy Ihle

Operations Director,

Chief Operating Officer of Ascendant Wealth Management Group