Ascent Financial Partners

Advisors

Aaron Feinblatt

Aaron Feinblatt

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Aaron Feinblatt's website
John Muldoon

John Muldoon

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Muldoon's website
Gerald Muldoon

Gerald Muldoon

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gerald Muldoon's website

Team

Wendi Huiner

Wendi Huiner

Client Service Coordinator

Qualifications

  • Wendi has a business administration degree with a concentration in marketing from Trinity Christian College.

Roles & Responsibilities

  • Wendi manages our advisors calendars, which includes scheduling of client meetings. She also helps the team organize client appreciation events and educational seminars.
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Kristen Sego

Kristen Sego

Client Service Specialist

Qualifications

  • Finance MBA from DePaul University

Roles & Responsibilities

  • Kristen is an integral part of implementing our team's advice and ensuring recommendations are completed in the back office
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Kris Goldfine

Kris Goldfine

Receptionist

Roles & Responsibilities

  • We like to think of Kris as our "Director of First Impressions"! She welcomes clients to the office and directs you to the right place on the phone. She is also critical in back office operations.
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Jeff Hartzell

Financial Planning Analyst

Jennifer Fischer

Jennifer Fischer

Receptionist