The Ascend Planning Difference
Enhancing Financial Decision Making℠
We are a diverse team of top financial professionals who are registered representatives of one of the nation’s largest and financially strong financial companies, Equitable Advisors, LLC.
Our backgrounds range from corporate finance, accounting, law, electrical engineering, and international corporate operations to name just a few. Allow us to use our equally diverse experience and knowledge to help you with all of your business and personal planning needs.
What Makes Us Different
A Collaborative Process
We’ve built upon the knowledge and diverse backgrounds of our professionals to offer a collaborative client experience. It’s our belief that bringing our team approach will result in a more meaningful relationship rather than working with a solo advisor who is trying to be all things to all people.
Serving as your financial quarterback, we can coordinate with other members of your advisory team such as your estate planning attorney, CPA, or corporate attorney.
Our financial professionals average 18 years’ of experience *
Our financial professionals hold 24 industry designations *