Our Mission – Gain, Grow, Give
We want to help you maximize your retirement options which means we’ll help educate you and develop a plan to gain, grow and give.
Gain: Maximize your cash flow by creating smart budgets and reaching your full income potential.
Grow: Maximize your investments by diversifying and capitalizing on protected principal.
Give: Maximize your charitable contributions to endow others with better opportunities.
You’ll notice a difference at Ascend Bright Financial compared with other firms, and that difference is we truly are in business to help you seize your financial, and specifically retirement, goals. We want you to reach your full potential and we’re here to help guide you along the path that will result in successful retirement income planning. We promise to fully educate you on your options before you choose any product we offer.
You will always know exactly what you are purchasing, and you’ll get the product you are expecting. You see, we don’t hire typical sales agents, we only hire client relations specialists whose mission we’re confident aligns with ours in helping people.
Our success is dependent upon your success, and we believe in spreading positivity through successful client interactions. You can be assured that if nothing else, you will leave our interaction with a sense of confidence that we truly care, we did our best to educate you about what your next best move in retirement planning should be (even if that means we refer you to a product we don’t offer!), and we will always be available to help you with future questions and needs.
Our Management Team
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Dave - CEO & Advisor
My background is in executive-level management in technology, marketing and financial services. As an owner and investor in Ascend Bright Financial, I am fully devoted to helping our clients (past, present and future) to achieve a successful retirement strategy, among other financial objectives. We came up with the name “Ascend Bright,” because we know it truly reflects our entire team’s mission to lift others in bright ways, both intellectually and financially. I am committed as an executive of our team to cultivating an environment that puts clients’ needs first, and fosters an illuminated workforce that has a passion for helping people succeed (both in life and financially).
I hope you will feel free to reach out to me personally at 1-888-272-1099, my extension is 701 and email: email@example.com.
Sally - Senior Advisor & V.P. of Client Relations
My specialty and passion is helping people. For me personally, my experience battling breast cancer has transformed me into a person who strives to live each day to the fullest. I enjoy helping people experience life in a more positive and grateful way, and I love seeing others flourish. When you succeed, I succeed. I’ve been in the client services industry for over twenty years and I’ve always had a profound desire to match people with products and services that will best suit their needs and leave them feeling they've made the best decision for their future.
Don't hesitate to contact me and let me know how I can help you reach your personal retirement goals! My extension is 703 (1-888-272-1099) and my email is firstname.lastname@example.org
Kristi - Business Manager
I have a diverse background in business ranging from book designing and editing, graphic design, medical assistance and billing, photography, to project coordination. I studied anthropology in college which helped me to develop a passion for people and understanding their cultural backgrounds and needs. My goal at Ascend Bright is to help foster a culture of success for both client and business needs. At Ascend Bright, we are dedicated to providing clients with a strong education about retirement options and fulfilling client needs with quality insurance products that can help safeguard their personal financial goals.
I can be reached at 1-888-272-1099 extension 708, or email@example.com. I’m always happy to help answer your questions!