Our advisors

Advisor photo for Courtney J Brandt

Courtney J Brandt

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Courtney J Brandt Visit Courtney J Brandt's website
Advisor photo for Jeffrey Brandt

Jeffrey Brandt

Private Wealth Advisor

Chief Executive Officer of Ascendant Wealth Management Group
Learn more about Jeffrey Brandt Visit Jeffrey Brandt's website
Advisor photo for John G Brandt

John G Brandt

CRPC

Financial Advisor

Learn more about John G Brandt Visit John G Brandt's website
Advisor photo for Josie M Bengford

Josie M Bengford

CFP®

Financial Advisor

Learn more about Josie M Bengford Visit Josie M Bengford's website
Advisor photo for Nick Hammitt

Nick Hammitt

CRPC, CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Nick Hammitt Visit Nick Hammitt's website
Advisor photo for Randy M Herr

Randy M Herr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Randy M Herr Visit Randy M Herr's website
Advisor photo for Brad Holland

Brad Holland

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brad Holland Visit Brad Holland's website
Advisor photo for Jenny Johnson

Jenny Johnson

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jenny Johnson Visit Jenny Johnson's website
Advisor photo for Kevin L Kakacek

Kevin L Kakacek

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin L Kakacek Visit Kevin L Kakacek's website
Advisor photo for Brian C Losh

Brian C Losh

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian C Losh Visit Brian C Losh's website
Advisor photo for Natalie Mandernach

Natalie Mandernach

CPA, CRPC

Financial Advisor

Learn more about Natalie Mandernach Visit Natalie Mandernach's website
Advisor photo for Douglas J Marine

Douglas J Marine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas J Marine Visit Douglas J Marine's website
Advisor photo for Rob Marshall

Rob Marshall

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Rob Marshall Visit Rob Marshall's website
Advisor photo for Jody Meza

Jody Meza

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jody Meza Visit Jody Meza's website
Advisor photo for Kent Taylor

Kent Taylor

CFP®

Financial Advisor

Learn more about Kent Taylor Visit Kent Taylor's website
Advisor photo for Cierra Walding

Cierra Walding

CFP®, MS, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cierra Walding Visit Cierra Walding's website
Advisor photo for Donald Wigglesworth

Donald Wigglesworth

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Donald Wigglesworth Visit Donald Wigglesworth's website


Our team

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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Angela Habben

Angela Habben

Operations Director,

Chief Financial Officer of Ascendant Wealth Management Group
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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Tracy Ihle

Tracy Ihle

Practice Manager

Alyssa Allbee

Alyssa Allbee

Client Service Coordinator

Charlene Brown

Charlene Brown

Operations Specialist

Manda Kraft

Manda Kraft

Client Service Coordinator

Kristina Nolte

Kristina Nolte

Client Service Manager

Hannah Navin

Hannah Navin

Operations Specialist

Personal Intro

I have been with Ameriprise since March, 2013. When I am not at work you can often find me reading, spending time with friends and family and enjoying the outdoors. I especially enjoy being a mother to my son, Daniel.

Qualifications

  • Bachelor of Arts Degree from Iowa State University
  • Associates of Arts Degree from DMACC

Roles & Responsibilities

  • Workflow from Client Meetings
  • Estate Settlement
  • Trading
  • Money Movement
  • Client Casework
  • West Des Moines Client Service Manager
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Karen Riccelli

Karen Riccelli

Client Relationship Manager

Kelsey Richardson

Kelsey Richardson

Client Service Coordinator

Mary Tumey

Mary Tumey

Operations Specialist

Personal Intro

I have been with Ameriprise since November, 2015. When I'm not at work, you can find me playing volleyball, golfing, or hanging out with friends and family. I live in Algona with my husband Brian, our daughter Millie and our dog Cora.

Roles & Responsibilities

  • Greet Clients
  • Scheduling
  • Secure Document Storage
  • Check Deposit
  • Prepare for Client Appointments
  • Algona Client Service Coordinator
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Max Marshall

Max Marshall

Client Relationship Manager

Chanelle Helle

Chanelle Helle

Client Service Coordinator

Erin Christian

Erin Christian

Paraplanner

Steven H. Prottsman

Steven H. Prottsman

Paraplanner

Jackie Tran

Jackie Tran

Client Service Specialist

Lexington Fletcher

Lexington Fletcher

Client Service Coordinator




Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.