Chris P. Bardos

Chrisresized.png


CFS, MS in Economics
Owner/ Co-founder, CFO

 

Chris often works with high net worth individuals, physicians, retirees and entrepreneurs.

 

Away from the office, Chris is often supporting the Diabetes Research Institute and various cancer foundations. He loves ancient and military history, strength training and body building.

 

Chris served as President and CIO at BKW Advisory Service Corporation along with working as a manager and financial advisor at McCloy Financial Services before starting the Ascend Advisory Group.

 

Chris grew up in Warren, Ohio

 

Certifications:

Certified Fund Specialist®

Series 7

Series 63

Series 66 

State Insurance License

 

Education:

Agriculture Economics, Bachelor of Science, Ohio State University

Economics, Master of Science, Ohio State University

Anthony J. Reilly

Tonyresized.png

Owner/ Co-founder, CEO

 

Tony has close ties with entrepreneurs, professional athletes, physicians and farmers.

 

He loves to spend time with his wife, Tish and daughter, Sophie. You'll often see him getting competitive with his putting game on the golf course when he's not at home.

 

Tony was the President of Diamond Hill and helped build the firm’s assets from $25M to  $200M+. In 2000, Tony led the transition of the company from a broker-dealer to a mutual fund and asset management firm, allowing him to start the Ascend Advisory Group.

 

Tony grew up in Dublin, Ireland

 

Certifications:

Series 7

Series 63

Series 66

Series 24

State Insurance License

 

Education:

Economics, Bachelor of Arts, Sterling College.