Ascent Advisors

Thomas Koehn is a financial advisor at Ascent Advisors with 16 years of industry experience. He holds Series 63 and Series 65 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 participates in insurance sales. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment approach and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with an emphasis on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

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 firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, an insurance and consulting business. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm uses a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning.

Donald Parson Jr. is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Ascent Advisors. His prior roles include positions at Corestone Wealth Management, Advisornet Financial, USAdvisors, NRL Mortgage, and Whitebox Advisors. Outside of his advisory work, he is a general partner in a property management business. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis with modern portfolio theory, and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning.

Chad Weinhold is a financial advisor at Ascent Advisors with 17 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Allianz Life, Oracle, and Equitable Advisors. He is also involved with American Senior Benefits as an insurance agent. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with discretionary portfolio management governed by written Investment Policy Statements.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc. and Mutual of Omaha Advisors. Outside of his advisory role, he is also licensed as an insurance salesman. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with a focus on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Derrick Girard is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Ascent Advisors and has previous experience at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, with discretionary portfolio management governed by written Investment Policy Statements.

Peter Orth is a CFP® with 19 years of industry experience, currently serving as an advisor at Ascent Advisors. His prior roles include positions at Corestone Wealth Management LLC and Ausdal Financial Partners, Inc. Outside of his advisory work, Orth is a regional sales manager for American Senior Benefits and serves as treasurer and vice president of the Lakeway Office Plaza Association, where he assists with investing reserves and auditing financial reports. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, and is noted for its pension and employee benefit plan consulting as well as its bespoke Delaware Statutory Trusts (DST) due diligence services.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and OSAIC before joining Ascent Advisors in 2025. Bernard is also licensed as an insurance producer, providing life and fixed insurance products alongside his advisory work. Ascent Advisors offers portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, with discretionary portfolio management governed by written Investment Policy Statements.

James Leggott is a financial advisor with Ascent Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Corestone Wealth Management, 20/20 Financial, and J.D. Mellberg Financial. He is also licensed to sell insurance. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis with modern portfolio theory, and is known for its pension and employee benefit plan consulting as well as specialized services related to Delaware Statutory Trusts and 1031 exchange planning.