Ascendant Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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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 Rob Marshall

Rob Marshall

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Rob Marshall's website


Team

Karen Riccelli

Karen Riccelli

Client Relationship Manager

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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Chanelle Helle

Chanelle Helle

Client Service Coordinator

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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Max Marshall

Max Marshall

Client Relationship Manager

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