Ascendant Wealth Management Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Jeffrey Brandt

Jeffrey Brandt

Private Wealth Advisor

Visit Jeffrey Brandt's website
Erin Christian

Erin Christian

Associate Financial Advisor

Visit Erin Christian's website
Steven H Prottsman

Steven H Prottsman

Financial Advisor

Visit Steven H Prottsman's website

Team

Mary Tumey

Mary Tumey

Client Service Manager

Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments
  • Practice Management Duties
View more
Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Qualifications

  • Bachelor Degree from the University of Northern Iowa

Roles & Responsibilities

  • Financial Planning Case Analysis
  • Data Gathering
View more
Linda Lahr

Linda Lahr

Operations Manager

Qualifications

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

Roles & Responsibilities

  • Implement quality improvements and efficiencies
  • Supervise administrative staff and maange team interactions
  • Provide training and support to the team
  • Resolve issues
View more