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Elevating Outcomes.
Working to Secure Futures.

We are ASCENT FINANCIAL GROUP
a team of experienced financial advisors committed to
delivering a more service-focused, personalized approach to your future.

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One Team.
Personal and Business Financial Needs Under One Roof.

At Ascent, we see every client as part of a shared journey. Our team brings the experience, insight, and dedication to help you grow, protect, and preserve what matters most, from your personal finances to your business ventures.

Individuals & Families
Comprehensive wealth management and insurance plans for individuals and families.

Individuals & Family
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Business
Tailored financial solutions to meet the needs of business owners and their employers.

Business
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More than
just numbers–
a personal approach
to your financial future.

Ascent Financial Group was founded by a dedicated team of partners with a bold vision to set a new standard in the financial services industry; one built on genuine relationships, quality service, and a deep commitment to our clients and communities.

Meet The Team

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Ascent Financial Group Office Locations


Downtown Pittsburgh Office

6 PPG Place, Suite 510
Pittsburgh, PA 15222

P: 412-593-6810

Canonsburg Office

1900 Main St., Suite 211
Canonsburg, PA 15317

P: 724-338-2014

Squirrel Hill Office

2345 Murray Ave., Suite 320
Pittsburgh, PA 15217

P: 412-392-2664

Jeannette Office

620 Lowry Avenue
Jeannette, PA 15644

P: 724-766-7304

ASCENT FINANCIAL
Educational Content

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. Navigate the content box below to get started.  

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Defining Family Wealth Beyond Finances

Defining Family Wealth Beyond Finances

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.