OUR MISSION
With utmost integrity, to deliver the highest level of professional service to our clients, those businesses and individuals who have entrusted us with their financial future.
Partner
Ascent Wealth Management Group, LLC
Integrity, competence and a knack for translating complex financial situations into plain English is vital for any good financial advisor. However, it is the personal relationships which separate a good financial advisor from an irreplaceable one.
Originally from the Bay Area, Steve received a BS in Business Administration from California State University, Chico with an emphasis in Strategic Management. Prior to establishing Ascent Wealth Management Group, Steve began his career with Waddell and Reed as a Financial Advisor in San Mateo, California.
As an Investment Advisor Representative with Financial Telesis, Inc., Steve's core competencies and business responsibilities include but are not limited to; Portfolio Strategy, Management and Design, Retirement Plan Consultation and a profound knowledge of Plan Sponsor Fiduciary Responsibility, understanding and communicating Complex Estate Planning Issues and Proactive Risk Management Strategies.
Steve lives in Redwood City, California with his wife Cerena and their son and daughter. He has been involved in the local community as a volunteer computer instructor at the Veterans Memorial Senior Center and as a member of Redwood City Community Builders. He treasures spending time with his family and enjoys playing soccer and golf.
Partner,
Ascent Wealth Management Group, LLC
Optimal financial consulting results from years of industry experience, academic achievement and tireless effort, combined with an emotional desire to assist others in achieving their own destiny.
Todd has been with Ascent Wealth Management Group since its inception in 2003. As an Investment Advisor Representative with Financial Telesis, Todd advises clients on retirement plan design, compliance and in-depth investment consulting issues. Analyzing retirement program performance and determining the most effective way for clients’ employees to maximize their benefit is of critical importance. Delivering and implementing a defensible investment policy statement and monitoring process, Todd serves as a stated fiduciary to the retirement plan as defined in ERISA Section 3(21) or 3(38).
Having grown up in Woodside, California Todd earned a BS in Business Administration/Strategic Management from California State University Chico. Todd has also completed the core courses at University of California Berkeley Extension's Personal Financial Planning Program enabling him to obtain the Certified Financial Planner® certification.
Prior to joining Ascent Wealth Management Group, LLC Todd was an account executive at Contivo, an integration software company. Having a passion for relationships and helping his fellow co-workers Todd realized his true calling, retirement plan consulting.
Outside of the office Todd spends most of his time traveling and enjoying life. With a love for the outdoors you can usually find Todd snowboarding, waterskiing, or playing golf.