Senior Consultant For 20 years, I’ve worked with our clients as if they were family. I aspire to build lasting personal and professional relationships based on trust, integrity, and experience. As a regular marathoner, I find that the discipline necessary to...
Client Relations Coordinator Having spent several years as a successful sales professional in the luxury retail market, I have learned the importance of providing exceptional service in building strong, lasting client relationships. With that knowledge, I joined our...
Planning Coordinator Having worked in an advising role with Equitable Advisors, LLC, I understand how complex the world of finance can be. Our goal is to provide clarity to the financial planning process. My position as a Planning Coordinator at Ascend Planning &...
Registered Planning Assistant to Mark Swartz With over 30 years of experience in the financial service industry, I have developed a results-oriented, high-energy, hands-on approach to client service. My focus is always on the clients first…their needs and overall...
Planning Assistant to Tom Natoli With over 30 years of experience in Human Resources, Tax and Financial Advisory environments, I have developed a focus on accuracy and completeness in areas where regulations and compliance are of such great importance. My career...
Director of Asset Allocation Strategies My position provides me the ability to monitor economic and market trends on behalf of our team of financial professionals. I also work closely with team members to assist clients in helping them work toward achieving their...
Consultant I grew up playing football, basketball and soccer my entire life which helped me understand what a collective team atmosphere can accomplish. Upon graduating from Virginia Tech with a degree in Finance, I decided to explore an area of finance that allowed...
Consultant One of the greatest aspects of this career is that I have the opportunity to learn about people from all walks of life. Each individual has a different vision of what they would like to achieve, both financially and personally. I help them navigate how...
Executive Vice President In my prior career, I had the opportunity to work for a multi-national corporation in three continents around the world. This career provided me a platform to be exposed to several different cultures. With this diverse background, I embarked...
Executive Vice President At the core, I’m an analytical person. Data and logic are important to me. I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives. In addition to...
