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WE BELIEVE IN

Working
Together

Ascend Advisory Group was built upon the belief that planning should be about stewardship. Our company is rooted in service, with a commitment to humbleness and honesty.

 

We wanted a new type of ‘doing business’ when we started this company that wasn’t about wining and dining at cocktail hours; and more about authentic connections. 

 

We’ve added seats at our table for those with exceptional finance experience and aim to ensure our advisors feel comfortable – really safe – being heard when they have ideas. Though our company has grown, we remain steadfast and true to our mission of helping our clients ask the right questions and helping them understand the nuances of their options. 

 

We work to ensure the mission for each client’s dollar is achieved.

 

Sincerely,

Chris & Tony 

Meet our Associates

1

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TONY REILLY

Co-founder, Partner & CEO

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CHRIS BARDOS

Co-founder, Partner & CFO

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JEFF KORBINI

Financial Advisor, COO

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Financial Advisor, COO

STEPHANIE SCHANKEN
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GREG MILLER

Financial Advisor

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Financial Advisor

AARON BARBER
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DAVID THOMPSON

Financial Advisor

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ADAM DAY

Financial Advisor

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MICHAEL MOONEY

Financial Advisor

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BRAD SHOOK

Associate Financial Advisor

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JODI POWERS

Associate Financial Advisor

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      JACKIE MCNEELY

      Branch Office Manager

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      SALLY FIELDS

      Senior Account Administrator

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        MATTHEW 
        KOVACH

        Investment Analyst

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        AUSTIN PHILLIPS

        Registered Account Administrator

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          ARCHANA SPRINGER

          Senior Registered Account Administrator

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          DAWN SPAULDING

          Senior Account Administrator

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            JEREMY WAKELAND

            Client Service Associate

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            PENNY HOPPER

            Account Administrator

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              LYNNE WALTER

              Office Receptionist & Administrative Assistant

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                  ALEX SHIELDS

                  Account Administrator

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                    SHERRI KIRKBRIDE

                    Account Administrator

                    Investment and Insurance Products: - NOT FDIC Insured - NO Bank Guarantee - MAY Lose Value

                    Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors, LLC, is a separate non-bank affiliate of Wells Fargo & Company.