ASCEND FINANCIAL - Key Persons

Bryan joined Ascend in 2021, after spending the last 10 years developing customer service systems for Wells Fargo, US Bank, and USAA. For the last 3 years Bryan worked with Farmers Insurance as a Business Development Strategist, where he assisted insurance agents in start ups; implementing marketing strategies, recruiting, and developing a deep book of business. He brings that expertise to Ascend as he builds his own book of business and helps the firm continue to build upon its high-touch style in servicing clients' needs.

As the founder of Ascend Financial Group, Charles' vision for the organization is creating a high-touch boutique financial services firm that focuses less on client quantity and more on client quality. With more than 25-years experience as an entrepreneur and insurance executive, he founded Ascend in 2019 to focus primarily on those approaching retirement and small businesses owners. He has established relationships with more than 15 A-Rated financial companies, empowering Ascend to address nearly every client need.