Who we Are

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

LEADERSHIP

 

 Nicole Redus, President & CEO of Ascension Wealth Management, an investment and insurance firm. Ascension Wealth Management specializes in working with individuals, business owners, corporations, and nonprofits in the following areas: Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Wealth Management, Employee benefits, Retirement plan 401k/403b/457, Executive Comp, Clergy Comp, Special Needs Planning, Asset Protection, Risk Management, and a host of investment and insurance related strategies.                                               

Prior to forming AWM, Nicole progressed from Portfolio Analyst to an Assistant Vice President with J.P. Morgan Chase. While at Chase, she developed a great wealth of knowledge and experience in the financial services industry. Nicole started her Financial Planning Practice in 2001 with Merrill Lynch, and started Ascension Wealth Management in 2008.

Nicole started Ascension Wealth Management because she wanted to create an organization that truly cares for its clients and their financial success. We create comprehensive financial plans to serve as a road map as clients navigate through life’s challenges. Nicole has assembled a team of professionals that she works with collaboratively who model excellence to meet client’s needs.

Nicole has over 20 years of experience in the financial services industry and is a Registered Rep, Registered Investment Advisor Rep, Licensed to sell Life, Health, P/C, and Variable Life, Health Insurance/Investment Products in OH, KY, NY,WA, MD. She is currently a member of the Society of Financial Service Professionals, University of Louisville Alumni, AALDP Class XIV Graduate, and a former Board Member of Village Life Outreach Project.

Additionally, Nicole has presented financial education at the following national conferences: Women in Ministry Conference, Wall Street Wednesday, NY, NY, Hampton Ministers Conference, Toyota Motor North America, and a host of corporate sponsored events.

At AWM, we have access to a wide variety of financial services professionals, including Accountants, Attorneys, Realtors, etc. We will work closely with you and your advisers with one set of goals in mind-Yours!