CFS, MS in Economics
Chris is a financial services professional with more than 32 years of experience. His ability to both understand his clients’ financial needs and offer sound investment advice, has helped Chris’ clients work toward achieving their financial goals. His clients include high net worth individuals, physicians, retirees, families and small business owners. He takes a proactive role in investment management and is passionate about creating investment strategies that are designed to help balance growth, potential income and preservation. Chris has been recognized as a Barron's Top 1200 Advisor in 2018, a Forbes America's Top Wealth Advisor in 2018, and a Barron's Top 100 Independent Advisor in 2019.
Prior to co-founding Ascend Advisory Group in 2001, Chris served for five years as President and Chief Investment Officer at BKW Advisory Service Corporation, a Registered Investment Advisory firm. Previously, Chris was a manager and financial advisor at McCloy Financial Services where he was also responsible for the securities training of newly registered representatives. His educational background includes earning a Bachelor of Science in Agriculture Economics in 1983 and a Master of Science (with thesis) in Economics in 1986 from The Ohio State University. His graduate research was later published in economic journals.
As a Financial Advisor, Chris holds several securities registrations and insurance licenses1, including the Series 7, 66, 63, and 6. In addition, Chris earned the professional designation of Certified Fund Specialist® (CFS®) in 1998 from the Institute of Business and Finance, where he later served on the Standards Committee Board. Chris uses his background in economics and training as a CFS® in evaluating and selecting investments and asset allocations for his clients. In 2013, 2014, 2015, 2016, and 2018, Chris received the Five Star Wealth Manager Award. He has also appeared on WBNS Channel 10 news, the local CBS television affiliate, regarding financial and investment issues and has been a speaker at industry seminars.
Away from the office, Chris is active in the community . His philanthropic interests include various cancer foundations, the Diabetes Research Institute and Make-AWish Foundation. His hobbies and interests include ancient and military history, strength training and body building. Chris is a native of Ohio and a longtime resident of Muirfield Village in Dublin.
Tony is Co-founder and Partner of Ascend Advisory Group and has over 20 years of experience in the financial services industry. He built his wealth management practice by creating integrated wealth management strategies designed to balance risk and increase overall wealth to help clients achieve their investment goals. Tony’s clients include entrepreneurs, professional athletes, corporate leaders, physicians, people from the farming community and successful individuals and families. At the start of his career in 1991, Tony worked as a registered representa-tive at a small broker-dealer in Columbus, Ohio and added to his financial services experience in research, trading, investment banking and client management. In 1996 he became President of the broker-dealer and helped build the firm’s assets from $25 million to over $200 million. In 2000, Tony led the transition of the firm from a broker-dealer to a mutual fund and asset management firm, allowing him to pursue a career as an independent financial advisor with Ascend Advisory Group.
Tony’s educational background includes earning his BSBA in Finance from Sterling College in Sterling, Kansas where he was the recipient of the J. Lee Dye Business Scholarship, awarded annually by the Business Department’s faculty to one outstanding student. Criteria included, among other things, academic achievement, campus involvement, and leadership in the classroom. Now as a Financial Advisor, Tony holds several securities registrations and insurance1 licenses required to help create comprehensive wealth management strategies for his clients.
Throughout his career as a financial advisor, Tony has earned several high profile industry recognitions. He was recognized by The Winner’s Circle® as one of the top 1,000 financial advisors in 20092. The Winner’s Circle is an industry endorsed organization that recognizes the most outstanding financial advisors in the business – each of whom represents the highest levels of ethical standards, professionalism and success in the business. In addition, Tony was recognized in 2009 as a Barron's Top 100 Financial Advisors and in 2019 as a Forbes Best in State Wealth Advisor3.
In addition, Tony currently serves on the Licensee Advisory Board for Wells Fargo Advisors Financial Network (WFAFN). This revolving appointment allows executive management of the broker dealer to communicate with WFAFN’s independent owners in order to see how their business’ "best practices" contribute to client success.
A native of Dublin, Ireland, Tony came to the U.S. in 1986 on a soccer scholarship. He resides in Powell, Ohio with his wife Tish and daughter Sophie.