Ascendant Wealth Management Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Ascendant Wealth Management Group
Team photo for Ascendant Wealth Management Group

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Advisors

Advisor photo for Jody Meza

Jody Meza

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jody Meza's website


Team

Jackie Tran

Jackie Tran

Practice Manager

Shaini Lewis

Shaini Lewis

Business Development Director

Roles & Responsibilities

  • Chief Growth Officer
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