Ascent family office support for Alaska, Idaho, Montana, Oregon and Washington

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 Ascent Managing Director U.S. Bank

Ben Ollendick

Regional Managing Director

Charlene Altman Ascent Managing Director U.S. Bank

Charlene Altman

Managing Director, Client Advisory

Patrick Ellefson Ascent Director U.S. Bank

Patrick Ellefson

Director, Investment Consulting

Justin Felicetta Ascent Managing Director U.S. Bank

Justin Felicetta

Managing Director, Investment Consulting

Cortney Tessier Filipek Ascent Associate Director U.S. Bank

Cortney Tessier Filipek

Associate Director, Private Banking

Dawn Gregory Ascent Managing Director U.S. Bank

Dawn Gregory

Director, Private Banking

Peter Hatinen Ascent Managing Director U.S. Bank

Peter Hatinen

Managing Director, Wealth Strategy

Joe Hinderer Ascent Managing Director U.S. Bank

Joe Hinderer

Managing Director, Investment Consulting

Nick Houge Ascent Managing Director U.S. Bank

Nick Houge

Managing Director, Investment Consulting

Michele Kowles Ascent Associate Director U.S. Bank

Michele Kowles

Associate Director, Client Experience

Jim Linnett Ascent Managing Director U.S. Bank

Jim Linnett

Managing Director, Client Advisory

Rick Loch Ascent Managing Director U.S. Bank

Rick Loch

Managing Director, Private Banking

Jennifer McGeehan Ascent Managing Director U.S. Bank

Jennifer McGeehan

Managing Director, Client Experience

Mark Moeller Ascent Managing Director U.S. Bank

Mark Moeller

Managing Director, Investment Consulting

Corey Phippen Ascent Director U.S. Bank

Corey Phippen

Director, Wealth Strategy

Tim Towle Ascent Managing Director U.S. Bank

Tim Towle

Managing Director, Wealth Strategy

Ascent private capital management services

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.

U.S. Bank Ascent family office location in Minneapolis, Minnesota

 

 

800 Nicollet Mall, 24th Floor
Minneapolis, MN 55402

Insights from our experts

Market news

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Family beach

Considerations for family legacy planning

These steps can help you create a legacy plan that both reflects your values and incorporates tax-efficient ways to transfer your assets.

Volunteer park

How to become a philanthropist

Progressing from a “checkbook” donor to a philanthropist can be one of the most rewarding privileges of wealth.

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Disclosures

Investment products and services are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

Family Office Services are not fiduciary in nature and Ascent serves in a non-fiduciary role when providing these services. Family Office Services may include leadership and legacy consulting services in order to facilitate your self-assessment of family office services issues. Ascent does not engage in the practice of psychology.