Advisors at this firm
Edward S
Series 66
Lafayette, LA
Final Ascent Wealth Advisors, LLC
Edward Shea is a financial advisor at Final Ascent Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ahrens Investment Partners, LLC for seven years. Outside of his advisory role, Shea is a member of Developing Louisiana, LLC, a digital media advertising firm, where he dedicates several hours monthly. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical, fundamental, and quantitative analysis, focusing on long-term trading and asset allocation through mutual funds and ETFs.
Chase K
CFP®, Series 65, Series 66
Lafayette, LA
Final Ascent Wealth Advisors, LLC
Chase Kenner is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Final Ascent Wealth Advisors, LLC since 2021. His prior experience includes roles at Fidelity Investments, RainCatcher, LLC, CETERA Advisor Networks LLC, and Summit Financial Wealth Advisors. Kenner is also the sole owner of Kenner Capital, L.L.C., an equity owner of Final Ascent entities, and serves as Vice President of Business Development for Final Ascent, LLC, a business exit planning and M&A advisory firm. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach integrates cyclical, fundamental, and quantitative analysis with an emphasis on long-term asset allocation, typically using mutual funds and ETFs, and operates under discretionary authority guided by client-specific Investment Policy Statements.
