Ascension Capital Advisors, Inc.

Paul Thompson is a financial advisor with Ascension Capital Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Ascension Capital Advisors since 1997 and previously spent nine years at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a trustee of the Lorraine and Jeannette Clift George Charitable Foundation and is involved in a family partnership with interests in general securities and oil and gas. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes investment strategies based on client risk tolerance and objectives, utilizing a diversified mix of securities and educational programs for plan participants.

Jordan Mathews is a Series 65-licensed advisor with Ascension Capital Advisors, Inc. in Houston, TX, where he has worked since 2016. He has 15 years of industry experience. Outside of his advisory role, he serves as vice president and investment committee member for the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education. Ascension Capital Advisors is a team of nine professionals serving individuals, retirement plans, charitable organizations, and small businesses. The firm offers portfolio management, retirement consulting, financial planning, and private placement consulting, with an investment approach that emphasizes tailored asset allocation and formal educational programs for clients and plan participants.

Julie Hebert is an advisor with Ascension Capital Advisors, Inc. in Houston, TX, with one year of industry experience. She has worked at The Hebert Group since 2019 and was previously employed by Liberty ISD from 2013 to 2019. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes asset allocations based on client risk tolerance and objectives and offers educational workshops and financial-wellness sessions alongside its investment services.

Emily Walls is a Certified Financial Planner® with seven years of industry experience. She is currently with Ascension Capital Advisors, Inc., where she has worked for six years. Prior to that, she held positions at Purshe Kaplan Sterling Investments, UBS Financial Services, and For Friends and Family, LLC. Outside of her advisory role, she was involved with HomePlate Peanut Butter, indicating experience in entrepreneurial ventures. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice based on client risk tolerance and objectives, employs third-party money managers, maintains defensive cash positions as needed, and offers educational workshops and services, including financial-wellness sessions and private placement consulting for qualified investors.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation and bringing 23 years of industry experience. He previously worked at SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) for over two decades before joining Ascension Capital Advisors in 2016. Ascension Capital Advisors provides portfolio management, retirement plan consulting, financial planning, and private placement consulting to individuals, retirement plans, charitable organizations, and small businesses. The firm customizes investment strategies based on client risk tolerance and objectives, employs third-party and separate account managers, and offers educational programs including workshops and financial wellness sessions.

Paul Thompson Jr. is a CFP® professional at Ascension Capital Advisors, Inc. in Houston, TX, with 13 years of industry experience. He has worked at both Purshe Kaplan Sterling Investments and Ascension Capital Advisors for over a decade. Thompson serves on the boards of the Texas Center for the Missing and the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education, and he is president of Infinity Ice, LLC, a commercial ice vending business. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm tailors investment advice to client risk tolerance and objectives, utilizing a mix of fixed income, mutual funds, ETFs, and other instruments, and provides educational workshops and specialized services for qualified investors.

Jon Moores III is a CFP® with 11 years of industry experience, currently serving at Ascension Capital Advisors, Inc. He has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses with portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm offers tailored investment advice using various asset classes and third-party managers, and provides educational workshops and services including financial-wellness sessions.

Jeffrey Farley is a CFP® with 40 years of experience in the financial services industry. He is currently with Ascension Capital Advisors, Inc. and has previously worked at Cambridge Investment Research Advisors, INC and Purshe Kaplan Sterling Investments. Based in Houston, TX, Farley’s background includes roles in investment advisory and insurance. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses, offering portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm tailors investment strategies to client risk tolerance and objectives, utilizing a range of asset types and third-party managers, while providing educational workshops and unique services such as private placement consulting.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.