Meet Our Experts
Ascensus’ highly educated ERISA consultants respond to hundreds of questions about IRAs, HSAs, ESAs, and employer-sponsored retirement plans every week through Ascensus’ 800 Consulting service and at onsite and web-based training events.
Agatha Schmidt
CISP, CHSP
Alexis Gonzalez-del-Valle
CIP, CHSP
Anna Noble
QKA
Anne Freelove
QKA
Ben Maas
CIS, CIP, CISP, CHSP
Carrie Horn
CISP, CHSP, QPA, TGPC
Chad Neumann
CIS, CIP, CISP, CHSP
Cindy Fairchild
QKA
Cole Bauer
JD, LLM
Debbie Shipman
CIS, CIP, CISP, CHSP
Eric Malone
CIP, QKA
Erin Slavin
JD, CISP, QPA
Jeff Aga
CISP, CHSP, CPC
Jennifer Bassett
CIP, CISP, QKA
Jessica Reynolds
JD, CISP
Jodie Norquist
CIP, CHSP
Kathy Hamlin
CPC, QPA, QKA, TGPC, CIP
Kimberly DeMenge
JD, CIP, QKA
Kyle Hause
JD
Lisa Haberman
MBA, MAM, ChFC, CLU
Luke Swanson
CIP, QKA, QPA
Mary Hopkins
CISP
Meredith Whitney
JD, LLM, CISP
Michelle Freiholtz
MBA
Mike Finch
CPC
Mike Rahn
CISP
Olivia Theveny
JD, CISP, SDIP
Rachel Fetters
QPA
Randy Barnes
CIP, QPA
Rebecca Olson
JD, CISP, QPA
Sheila Pawlicki
MBA
Shelly McKinnon
QKA, TGPC, CRSP, CIP, CHSP
Stacy Torkelson
CFC, CIP, CHSP
Steve Bontjes
CPC, CISP
Tammy Schultz
CISP, CHSP, QPA
Tricia Held
CIP, CISP, QPA