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.

Bernard Czerwinski is a financial advisor at Ascension Financial with two years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Ascension Financial, he worked at RLK-PLG Investment Management, Forever Companies, GM Casting House, Inc., and Northport Investments. Outside of advising, he is the managing member of Czerwinski Consulting, which provides operational strategy and technology consulting for B2B manufacturers and direct consumer retail businesses. Ascension Financial is a 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, and employs derivatives and margin strategies for hedging and income generation.

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.

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. 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, employing strategies such as derivatives and margin for hedging and income generation.