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Estate Planning

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Kris was super easy to work with and very knowledgeable. He worked around my schedule and has been easy to get a hold of with questions. I would highly recommend Kris and Ascend Financial to anyone looking for great service.

-Gayle T., customer since 2018

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Providing Protection and Financial Advice

This is what we do...

We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "I'm retired!"  Along the way, there are risks that need to be accounted for and protected against:  the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home.  This is what insurance is for.  It provides peace of mind to us as we travel down our path in life.  We are here to help you navigate down your path.

With over 15 years of experience in the financial services industry, we feel that we can be of great service to you.  Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!

Our mission, in accordance with our Christian faith, is to "serve one another, humbly in love" as Galatians 5:13 states.  We look forward to the opportunity to serve you!

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