Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Allianz Life Insurance Company of North America and Questar Capital Corporation. Koehn is also involved with American Senior Benefits, where he dedicates significant time to insurance product sales. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to a range of clients including individuals and business entities. The firm employs a multi-faceted investment approach combining modern portfolio theory with quantitative, fundamental, and technical analysis, and it includes an explicit focus on DST/1031 exchange consulting.

Charlotte Rasmussen is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including MML Investors Services, LLC, NYLIFE Securities LLC, and MassMutual Life Insurance Co. Outside of her advisory roles, she has experience in the hospitality and insurance industries. Ascent Advisors is a team-based firm that provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring.

Jared Holt is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, focusing on insurance and consulting. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals and business entities. The firm combines multiple investment analysis methods, emphasizes long-term trading, and provides discretionary account management without account minimums.

Donald Parson Jr. is a CFA® charterholder with five years of industry experience. He is currently with Ascent Advisors and has held roles at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of financial advising, he is a general partner in a property management business. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting, using a blend of modern portfolio theory and quantitative, fundamental, and technical analysis to guide long-term investment strategies.

Chad Weinhold is a financial advisor with Ascent Advisors, holding the ChFC® designation and Series 63 license, and has 17 years of industry experience. His previous roles include positions at Allianz Life, Oracle, and Equitable Advisors. He is also involved with American Senior Benefits in an insurance agent capacity. Ascent Advisors provides portfolio management, financial planning, pension consulting, and Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension plans, and business entities. The firm uses a blend of modern portfolio theory and various analytical approaches, emphasizing long-term trading and regular monitoring, and offers customized investment policy statements without account minimums.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc, and Mutual of Omaha Advisors. Outside of advisory work, he is also involved in insurance sales, focusing on prospecting and protecting clients from financial exposure. Ascent Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring without imposing account minimums.

Derrick Girard is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Ascent Advisors, where he has worked since 2025. His prior experience includes roles at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a blend of modern portfolio theory and quantitative, fundamental, technical, and charting analysis, focusing on long-term trading and regular portfolio monitoring.

Peter Orth is a financial advisor at Ascent Advisors with 20 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Ascent Advisors, he worked at Corestone Wealth Management and Ausdal Financial Partners. Orth also serves as treasurer and vice president of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting primarily for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm integrates modern portfolio theory with quantitative and fundamental analysis, emphasizes long-term trading, and provides clients with tailored investment policy statements.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Triad Advisors. Bernard is also a licensed insurance producer, involved in the sales of health, life, and long-term care insurance products. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis to guide long-term investment decisions and regularly monitors client portfolios.

James Leggott is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Corestone Wealth Management, 20/20 Financial, and Premier Financial. Leggott is licensed to sell insurance in addition to his advisory role. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, and business entities. The firm combines modern portfolio theory with quantitative and technical analysis, emphasizing long-term trading and regular monitoring while providing services without account minimums.