Ascendant Wealth Management Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Grant Lewis

Private Wealth Advisor

Visit Grant Lewis's website

Jody Meza

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Jody Meza's website

Randy M Herr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Randy M Herr's website

Meredith Mc Nulty Herr

Financial Advisor

Visit Meredith Mc Nulty Herr's website

Jeffrey Brandt

Private Wealth Advisor

Chief Executive Officer of Ascendant Wealth Management Group
Visit Jeffrey Brandt's website


Team

Angela Habben

Angela Habben

Operations Director,

Chief Financial Officer of Ascendant Wealth Management Group
Britney Conlon

Britney Conlon

Marketing Specialist,

Business Development Specialist
Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Personal Intro

I have been with Ameriprise since June, 2013. When I’m not at work you can often find me running after my two children, Ellie and Vincent, or reading a book. I live on an acreage outside of Otho, IA with my husband Darren, 2 children and 2 dogs.

Qualifications

  • Bachelor Degree from the University of Northern Iowa

Roles & Responsibilities

  • Financial Planning Case Analysis
  • Data Gathering
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Jackie Tran

Jackie Tran

Client Service Specialist

Linda Lahr

Linda Lahr

Operations Manager

Personal Intro

I have been with AWMG since 2003. When I’m not at work you can often find me watching my kids participating in their various school and community activities. I live in Webster City with my husband Nate, children Jake, Brandon, Amanda and Zack.

Qualifications

  • Bachelor Degree from the University of Northern Iowa
  • Series 7
  • Series 66
  • Series 65
  • Variable Life & Variable Annuity
  • Accident & Health Insurance

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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Ron Hammond

Ron Hammond

Financial Planning Analyst

Qualifications

  • CFP
  • LUTCF
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Steven H. Prottsman

Steven H. Prottsman

Paraplanner

Tracy Ihle

Tracy Ihle

Practice Manager