Ascent family office support Minneapolis, Minnesota office
About our regional office
Each of our clients define success in different ways and have unique goals that drive them. Our Midwest/Eastern Region team works with successful families like yours to identify your distinctive needs, goals and passions, and align around a vision for the future. Then we put the full expertise of our multidisciplinary team of experts behind you to work toward your objectives. As your family’s needs evolve, so will our partnership. We’re built to serve you now and for decades to come.
Meet our Ascent regional team.
Ben Ollendick
Regional Managing Director
Charlene Altman
Managing Director, Client Advisory
Patrick Ellefson
Director, Investment Consulting
Justin Felicetta
Managing Director, Investment Consulting
Cortney Tessier Filipek
Director, Client Experience
Dawn Gregory
Director, Private Banking
Peter Hatinen
Managing Director, Wealth Strategy
Joe Hinderer
Managing Director, Investment Consulting
Nick Houge
Managing Director, Investment Consulting
Brian Landon
Associate Director, Wealth Strategy
Jim Linnett
Managing Director, Client Advisory
Rick Loch
Managing Director, Private Banking
Mark Moeller
Managing Director, Investment Consulting
Corey Phippen
Director, Client Advisory
Bryan Polley
Managing Director, Client Advisory
Tim Towle
Managing Director, Wealth Strategy
Jackson Ronnei
Associate Director, Client Advisory
Kayla Viola
Associate Director, Private Banking
Services to amplify your impact
From investment management to family office services, from trust and estate services to private banking, we have the expertise and resources you need. Everything we do, from our deeply personal approach to utilizing advanced technology, unlocks new possibilities to generate the greatest impact.
Minneapolis office location
The Ascent team is here to help families like yours sustain wealth across generations and support the people and causes you care about. We look forward to speaking with you about your financial and family legacy goals.
If you don’t see an Ascent office near you please request a call. One of our private capital management professionals would be pleased to assist you.
800 Nicollet Mall, 24th Floor
Minneapolis, MN 55402
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Benefits of setting up a private family foundation
A private foundation can help unify your family behind service-oriented causes, while developing responsibility and leadership skills that will serve the family for generations.
Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.