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.
Kristoffer Aas
EdM
Agatha Schmidt
CISP, CHSP
Alexis Gonzalez-del-Valle
CIP, CHSP
Cathy Corrado
QKA
Anna Noble
QKA
Anne Freelove
QKA
Ben Maas
CIS, CIP, CISP, CHSP
Cal Preisinger
QKA, QPA
Carrie Horn
CISP, CHSP, QPA, TGPC
Chad Neumann
CIS, CIP, CISP, CHSP
Cindy Fairchild
QKA
Debbie Shipman
CIS, CIP, CISP, CHSP
Jennifer Bassett
CIP, CISP, QKA
Jodie Norquist
CIP, CHSP
Mary Hopkins
CISP
Jeff Aga
CISP, CHSP, CPC
Jessica Reynolds
JD, CISP
Kent Toriseva
CPA, CIP, CPC, TGPC, CRSP
Erin Slavin
JD, CISP, QPA
Tammy Schultz
CISP, CHSP, QPA
Steve Bontjes
CPC, CISP
Ethan Branum
CIP, QKA, QPA
Kim Johnson
CISP, CHSP, CRSP, SDIP
Tricia Held
CIP, CISP, QPA
Kimberly DeMenge
JD, CIP, QKA
Kyle Hause
JD
Sheila Pawlicki
MBA
Lisa Haberman
MBA, MAM, ChFC, CLU
Cole Bauer
JD, LLM
Luke Swanson
CIP, QKA, QPA
Michelle Freiholtz
MBA
Mike Finch
CPC
Mike Rahn
CISP
Stacy Torkelson
CFC, CIP, CHSP
Olivia Theveny
JD, CISP, SDIP
Kathy Hamlin
CPC, QPA, QKA, TGPC, CIP
Rebecca Olson
JD, CISP, QPA
Rachel Fetters
QPA
Eric Malone
CIP, QKA
Shelly McKinnon
QKA, TGPC, CRSP, CIP, CHSP
Randy Barnes
CIP, QPA
Meredith Whitney
JD, LLM, CISP