Ascendant Wealth Management Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jeffrey Brandt

Jeffrey Brandt

CRPC®, APMA®, CMFC®

Private Wealth Advisor

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

Erin Christian

CRPS®, APMA®

Associate Financial Advisor

Chartered Retirement Plans SpecialistSM
Visit Erin Christian's website
Steven H Prottsman

Steven H Prottsman

CFP®, CAP®

Financial Advisor

Insurance Specialist
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
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Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Qualifications

  • Bachelor Degree from the University of Northern Iowa

Roles & Responsibilities

  • Financial Planning Case Analysis
  • Data Gathering
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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
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