Ascendant Wealth Management Group

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

Courtney J Brandt

Courtney J Brandt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Courtney J Brandt's website
Erin Christian

Erin Christian

CRPS®, APMA®

Associate Financial Advisor

Chartered Retirement Plans SpecialistSM
Visit Erin Christian's website
Nick Hammitt

Nick Hammitt

CRPC®, CIMA®

Financial Advisor

Certified Investment Management Analyst®
Visit Nick Hammitt's website
Douglas J Marine

Douglas J Marine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Douglas J Marine's website
Steven H Prottsman

Steven H Prottsman

CFP®, CAP®, AEP®

Financial Advisor

Insurance Specialist
Visit Steven H Prottsman's website
Cierra Walding

Cierra Walding

CFP®, MS, CLU®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Cierra Walding's website
Natalie Mandernach

Natalie Mandernach

CPA, CRPC®

Financial Advisor

Visit Natalie Mandernach's website

Team

Lynette Brandt

Lynette Brandt

Business Development Manager

Roles & Responsibilities

  • Seminar and Event Planning
  • Marketing and Advertising
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Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Roles & Responsibilities

  • Financial Planning Case Analysis
  • Data Gathering
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Angela Habben

Angela Habben

Operations Director,

Chief Financial Officer
Diane Haggman

Diane Haggman

Client Service Coordinator

Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments
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Linda Lahr

Linda Lahr

Operations Manager

Roles & Responsibilities

  • Implement quality improvements and efficiencies
  • Supervise administrative staff and manage team interactions
  • Provide training and support to the team
  • Resolve issues
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Leslye Yates

Leslye Yates

Client Service Coordinator

Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments
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