I am extremely proud to have been a Co-Founder of our firm in 2011. Our core founding principle of “Clients First Always” has remained at the forefront of our operations and continues to be the bedrock of our daily practice. We have enjoyed substantial organic growth from our inception due in no small part to a positively engaged client base. The future of Ascent remains bright and full of opportunity. To carry our mission forward, we proudly have a highly educated, experienced and engaged staff ranging in age from the early twenties to the early seventies.

At Ascent it is our goal to provide integrated investment and planning services to create a comprehensive and customized wealth management relationship with the individuals and entities we serve. Getting to know our clients in depth provides us with the necessary information and context for both the planning and investment processes. As such, we remain “nosey for a cause” to maintain and strengthen our familiarity.

I often leverage my experience as an attorney with a Masters in Tax Law, frequently being sought out for counsel and advice on matters ranging from critical business decisions to similar personal issues. Consulting on the comprehensive planning of an estate, or advising upon the purchase or sale of a business, represent a small sample of the guidance we provide.

As a recent empty-nester with my youngest off to college, I look forward to increased travel opportunities with my wife, Nancy. We expect our travels to continue to include visits to our children, friends and clients spread across a wide range of fun and interesting geographies. The ability to incorporate our business and personal lives together like this is an opportunity we are truly grateful for.