Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Jacquie Lemarr is a financial advisor at CS Planning Corp with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Charles Schwab and has been involved with the Arizona State Athletic Department and Law School. Outside of financial advisory, she has been associated with Cyclebar since 2018. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model, focuses on diversified global portfolios with systematic rebalancing, and customizes asset allocation to clients’ risk profiles and goals.