Shawn Freshley

Planning Coordinator

As a dynamic professional who joined Ascend Planning & Consulting, LLC in May 2023 as a planning assistant. I grew up in Gaithersburg, MD and pursued an education at Middle Tennessee State University (MTSU), where I studied Music Business and Business Administration. During my time at MTSU, I developed a keen interest in the stock market, digital assets, and mortgages. After graduating, I began my career in the mortgage industry as a mortgage loan originator from 2020 to 2023, successfully helping individuals purchase and refinance homes. My experience in the mortgage industry allowed me to understand there is much more that is involved when it comes  to overall financial planning. Consequently, with my desire to expand my ability to assist clients I transitioned to the wealth management side of finance. I primarily support Jason Crawford and Daniel McNulty along with other members of our firm in serving our clients.

I have extensive knowledge in various financial areas, including individual stocks, ETFs, mutual funds, life insurance, digital assets, mortgages and more. Building strong client relationships is at the heart of what we do. I am dedicated to personalized service and helping our associates to empower clients as they strive to achieve their financial goals with confidence and clarity. Simply put, we are here to help you succeed. I am eager to help others, share experiences and capabilities. In my off time, I enjoy music, traveling, weightlifting, and dirt biking.

• BS Music Business – Middle Tennessee State University