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Insights From Our Office

Three Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.

Ascend Advisory Group is proud to share that three of the Company’s Financial Advisors have been named to the Forbes Best-In-State Wealth...

2021 Tax Documents Schedule

Congratulations to Michael Mooney, with His New Baby Girl!

Ascend Advisory Group, Financial Advisor, Michael Mooney, and his wife Samantha (Sam), were blessed with their second child on January...

Congratulations to David Thompson, with His New Baby Boy!

Ascend Advisory Group, Financial Advisor, David Thompson, and his wife Natalie, were blessed with their first child on December 22, 2021....

Tony Reilly Named to Forbes Best-In-State Wealth Advisors 2021.

Ascend Advisory Group is proud to share that Tony Reilly has been recognized as #19 on Forbes Best-In-State Wealth Advisors 2021 for the...

Ascend Welcomes Alex Shields to our Team

Connect with Alex on LinkedIn Recently, Alex Shields joined our team as an Account Administrator. He comes to us via Nationwide Financial...

Jackie McNeely Promoted to Role of Branch Office Manager

Connect with Jackie on LinkedIn: We founded Ascend Advisory Group on the belief that planning should be about stewardship. We work each...

A fresh, new look for Ascend Advisory Group

As seasoned advisors we understand the importance of keeping a steady eye on the long-term picture, steering away from constantly...

Ascend Welcomes Austin Phillips to our Team

Connect with Austin on LinkedIn Recently, Austin Phillips joined the team as a Client Service Associate. He comes to us via Ameriprise...

Deeper Expertise Through Additional Accreditations

Congratulations to Michael & Jackie Finally, another congratulations is in order for Jackie McNeely Branch Office Manager, and Michael...

Leadership Additions

Congratulations to long-time leaders Also in November, Stephanie Schanken and Jeff Korbini were promoted to Co-Chief Operating Officers....

Congratulations to Michael, with His New Baby

One of Ascend’s Financial Advisors, Michael Mooney, and his wife Samantha (Sam), welcomed their first bundle of joy on March 2nd. Their...