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Meet Our Team

A MULTIGENERATIONAL TEAM COMMITTED TO HELPING YOU LIVE YOUR BEST LIFE

At Ascend Wealth Management, our entire team shares a deep commitment to your financial well-being and your life. We pride ourselves on working together seamlessly to provide you and your family with the best possible service. Our collaborative spirit is the cornerstone of our approach and allows us to give you the attentive care you deserve throughout your entire financial journey.

Ryan T George CFP®, CLU®, RICP®, CPWA®

Founder and Principal

Katherine AM Barnard CFP®, RICP®

Chief Operating Officer and Partner

Claire E Herrmann CFP®

Associate Wealth Management Advisor

Zimran Lawrence

Associate Financial Advisor

David S Robinson

Operations Manager

Mary Gates

Client Service Specialist