Ascend Wealth

08/07/2025

There is still room available at the in-person FREE educational seminar that Jon Grahe, Lorna Gifford and I are putting together at the end of the month. If you know anyone who would benefit, please share the flier with them... as a matter of fact, please share the flier shamelessly with everyone you know!

RSVP is required - reserve your spot!!!

07/24/2025

Did you know A fixed index annuity-enhanced portfolio may outperform a traditional 60/40 stock and bond portfolio 73% - 97% of the time.

Want to learn more? Let me know - I can help!

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

07/17/2025

Contact me for your free consultation!

07/12/2025

Do you know a Baby Boomer?
As a Licensed Financial Professional, I love that I can help people by educating them on financial literacy, complete their financial analysis, put together strategies and help them implement them. What is even better? I am paid by over 25 A-Rated Fortune 500 companies that I work with; so, I DO NOT CHARGE FOR MY SERVICES!

I get to help people without charging them! My cup is filled and runs over!

As a coach in financial services, I believe a financial needs analysis and considering annuities as part of a diversified plan can be the key to long-term security.

07/11/2025

I love my job! I love that I can help people grow their money risk free & tax free and not charging them anything!

And, now I can help people grow a different kind of wealth! I have had chickens and ducks for a little while now - and, this year, we hatched some of our own chickens! It looks like one of the babies is now laying eggs! You guessed it! I can help with poultry or egg wealth! 🥚🐣🤣

05/11/2025

Welcome to our very first episode! We dive deep into what it really means to build lasting wealth and protect your legacy for generations to come. Think life insurance is just for seniors? Think again. In this powerful first episode, we break down the myths and uncover why life insurance is one of the smartest financial moves you can make—no matter your age. From wealth protection to long-term planning, this is a conversation you don’t want to miss.

💡 Why young adults should consider life insurance
📈 How life insurance fits into a smart wealth strategy
🏠 Planning ahead to protect your family, business, and legacy

Follow and Subscribe to our youtube channel for more exciting episodes
https://www.youtube.com/channel/UCi_rNcoSMgOd8WGBaAkQUZA

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08/04/2024

If you currently have a 401k, IRA, 403b or any other employer sponsored retirement savings plans you may want to check your accounts…

You don’t have to loose your hard earned savings, just because your advisor wants to keep their pockets hefty.

Let’s chat! I can show you how to learn how to properly protect your savings and never lose money. And, if you know anyone who is looking to earn more money, I can help with that too!

The market reaction to Friday's U.S. jobs report was notably negative, with stocks tumbling sharply. Here's how stock market crashes can lead to broader economic downturns and significant disruptions in the job market.