Our advisors

Courtney J Brandt

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Courtney J Brandt Visit Courtney J Brandt's website

Jeffrey Brandt

Private Wealth Advisor

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

Nick Hammitt

CRPC, CIMA®

Financial Advisor

Certified Investment Management Analyst®
Learn more about Nick Hammitt Visit Nick Hammitt's website

Randy M Herr

CFP®

Private Wealth Advisor

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

Brad Holland

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Brad Holland Visit Brad Holland's website

Jenny Johnson

ChFC®, CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jenny Johnson Visit Jenny Johnson's website

Kevin L Kakacek

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin L Kakacek Visit Kevin L Kakacek's website

Brian C Losh

CFP®, ChFC®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brian C Losh Visit Brian C Losh's website

Natalie Mandernach

CPA, CRPC

Financial Advisor

Learn more about Natalie Mandernach Visit Natalie Mandernach's website

Douglas J Marine

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Douglas J Marine Visit Douglas J Marine's website

Rob Marshall

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Rob Marshall Visit Rob Marshall's website

Jody Meza

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Jody Meza Visit Jody Meza's website

Kent Taylor

CFP®

Financial Advisor

Learn more about Kent Taylor Visit Kent Taylor's website

Cierra Walding

CFP®, MS, CLU®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Cierra Walding Visit Cierra Walding's website

Grant Lewis

CRPC, APMA

Private Wealth Advisor

Learn more about Grant Lewis Visit Grant Lewis's website


Our team

Tracy Ihle

Tracy Ihle

Operations Director,

Chief Operating Officer of Ascendant Wealth Management Group
Shaini Lewis

Shaini Lewis

Business Development Director,

Chief Marketing Officer of Ascendant Wealth Management Group
Angela Habben

Angela Habben

Practice Manager,

Chief Financial Officer of Ascendant Wealth Management Group
Linda Lahr

Linda Lahr

Operations Director,

Practice Manager
Britney Conlon

Britney Conlon

Marketing Specialist,

Practice Manager
Carrie Driscoll

Carrie Driscoll

Financial Planning Specialist

Ron Hammond

Ron Hammond

Financial Planning Specialist

Erin Christian

Erin Christian

Paraplanner

Steven H. Prottsman

Steven H. Prottsman

Insurance Specialist

Hannah Navin

Hannah Navin

Office Manager

Charlene Brown

Charlene Brown

Office Manager

Mary Tumey

Mary Tumey

Operations Specialist

Karen Riccelli

Karen Riccelli

Client Relationship Manager

Alyssa Allbee

Alyssa Allbee

Client Service Manager

Kelsey Richardson

Kelsey Richardson

Client Relationship Manager

Chanelle Helle

Chanelle Helle

Client Service Coordinator

Jackie Tran

Jackie Tran

Client Service Specialist

Lexington Fletcher

Lexington Fletcher

Client Service Coordinator

Kristina Nolte

Kristina Nolte

Client Service Manager

Manda Kraft

Manda Kraft

Client Service Coordinator

Max Marshall

Max Marshall

Client Relationship Manager




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.