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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Ellen Kelly

Client Service Associate

605-553-9620

ellen@ascendfinancial.com

My work experience is varied, allowing me to bring a vast array of knowledge and insights to Ascend Financial. I attended South Dakota State University for undergraduate studies and University of South Dakota for graduate school. I...
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Kris Jerke

President | Financial Advisor

(605) 553-9620

(605) 299-2520

(605) 356-8085

kris@ascendfinancial.com

I'm so glad you've decided to check out Ascend for your financial services needs! After serving in the industry for over 25 years, I decided to shed the corporate world and branch out on my own to serve clients as I feel they'd like to...

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Lori Rothenberger

Financial Advisor - Yankton Office

(605) 401-4205

(605) 356-8085

lori@ascendfinancial.com

When we work hard and invest in our future with the hope of building our wealth, there are many roads to navigate along the way. With more than 30 years’ experience, 13 as a registered representative, helping people with financial planning.

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