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Paul G
Series 65
Ft. Collins, CO
Ascension Financial
Paul Gronewoller is a financial advisor at Ascension Financial with 23 years of industry experience. He holds a Series 65 designation and has been involved with RLK-PLG Investment Management LLC since 2005. Outside of his advisory work, he serves on the finance committee of the Fort Collins Country Club. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, incorporating derivatives and margin strategies for hedging, income generation, and position management.
Justin S
Series 65
Fort Collins, CO
Ascension Financial
Justin Shelby is a financial advisor at Ascension Financial with a Series 65 credential and three years of industry experience. He has held roles at RLK-PLG Investment Management, 1052 Partners, and Northport Capital Management, where he is involved in managing the winding down of past private equity investments. Outside of advising, Shelby is a partner and CFO of Picklr Inc., an operator of indoor pickleball facilities. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages tailored portfolios using a combination of fundamental, quantitative, and technical analysis, and employs derivatives and margin strategies uncommon among peers.
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