Visualize. Plan. Balance. 

You’ve worked hard to get where you are.

That’s why we’re dedicated to getting you where you want to be. We bring a fierce understanding of the market and a passion for helping you hone your savings into a realization of your goals.



To start, we will begin the process of identifying priorities that are most essential to you along with helping you understand how to locate and gather important materials. Making sure you have a clear understanding of your financial goals is the first step towards working to achieve them. 



We will use the information that you provide on the Getting Started Guide along with our conversations to create projections to better help you see today vs. future potential needs. 

Buying Flowers


Your financial journey is fluid. As your team, we will be available to review, revisit, and make adjustments to your portfolio as needed. 


​​Tel: 614.784.6000


6760 Perimeter Drive, Dublin, OH 43016

© 2020 Ascend Advisory Group.

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency

  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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