Ascent Financial Partners

Our Mission & Vision Statement

Our Mission - Empowering clients to make smart financial decisions to help them live the life they envision.

Our Vision - To be known for integrity-driven wealth management, delivering exceptional advice and an unmatched client experience.

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Team photo for Ascent Financial Partners
Team photo for Ascent Financial Partners

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Advisors

Advisor photo for John Muldoon

John Muldoon

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Partner of Ascent Financial Partners
Visit John Muldoon's website
Advisor photo for Jerry Muldoon

Jerry Muldoon

CFP®, BFA, CRPC, APMA®

Private Wealth Advisor

Managing Partner of Ascent Financial Partners
Visit Jerry Muldoon's website
Advisor photo for Aaron Feinblatt

Aaron Feinblatt

CFP®, BFA, APMA®

Private Wealth Advisor

Managing Partner of Ascent Financial Partners
Visit Aaron Feinblatt's website
Advisor photo for Jenine Mehr

Jenine Mehr

MBA, CFP®

Private Wealth Advisor

Visit Jenine Mehr's website
Advisor photo for Spiro Garbis

Spiro Garbis

Financial Advisor

Managing Partner of Ascent Financial Partners
Visit Spiro Garbis's website
Advisor photo for Jeffrey Hartzell

Jeffrey Hartzell

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jeffrey Hartzell's website
Advisor photo for John Vanderpool

John Vanderpool

CFP®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit John Vanderpool's website
Advisor photo for Cameron Polezoes

Cameron Polezoes

CFP®

Financial Advisor

Visit Cameron Polezoes's website
Advisor photo for William Laheta

William Laheta

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit William Laheta's website


Team

Kristen Sego

Kristen Sego

Client Service Specialist

Maxwell McCallum

Maxwell McCallum

Financial Planning Analyst

Jim Hohnstein

Jim Hohnstein

Financial Planning Assistant

Cindy Battaglia

Cindy Battaglia

Client Service Specialist

Giselle Benitz-Valdez

Giselle Benitz-Valdez

Client Service Specialist

Marissa Bartels

Marissa Bartels

Client Service Specialist

Kris Goldfine

Kris Goldfine

Client Service Coordinator

Wendi Huiner

Wendi Huiner

Marketing Specialist

Bradley Vierneisel

Bradley Vierneisel

Intern