Financial Advisor Team

Our financial advisor team delivers tailored wealth management from day one. We help empower clients through strategic planning, investment oversight, and generational legacy—supported by our financial advisor team.

Team Insight

Meet Our Support Team

Each team member brings deep experience in key disciplines. Our integrated model strives to ensure that every decision supports your financial picture, now and across generations.

Cathy Bailey

Director of Advisor Relations

Jon Bauerle

Chief Technology Officer

Matthew Catone

Director of Business Strategy

Jamie Eacho

Director of Private Wealth Services

Katie Ibarra

IT Project Manager

William Skelton

Client Relationship Specialist

William Little

Director of Financial Planning

Lisa Monello

Client Relationship Specialist

Jennifer Nahas

Director of Marketing

Niko Puritz, CFP®

Wealth Advisor

Alisha Reilly, CFP®, CExP™

Wealth Advisor

Abigail Westin, CPA

Accounting Manager

Carter Wiles

Director of Finance and M&A

Michael Wood, CFP®

Senior Financial Planner

Advanced Advisory Capabilities

Financial Advisors

Ascentis serves clients with highly complex financial lives. Our financial advisors deliver comprehensive strategies that go beyond portfolio management, including legacy structuring, cross-jurisdictional advice, and elite access to private market solutions.

Next Step

Connect with Your Support Team

Begin by exploring our team’s experience and background. If our approach aligns with your wealth goals, you can easily schedule a private consultation for more information.

Book a Consultation

This website is owned and operated by Ascentis Wealth Holdings, LLC, (Ascentis Wealth), a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Ascentis Wealth, is not itself a registered investment adviser and does not provide investment advisory services. Each RIA affiliated with Ascentis Wealth operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance. Advisory services offered through Ascentis Wealth Management, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
No Investment Advice
The content provided on this website is for general informational purposes only and should not be construed as personalized investment advice, a recommendation, or an offer to buy or sell any securities. Any references to investment strategies, performance, or individual adviser firms are illustrative and not intended to represent specific advice or outcomes. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Independent Operations
Although the RIA firms affiliated with Ascentis Wealth may share common ownership or control, each firm maintains operational and regulatory independence. Advisory services are provided exclusively by each RIA firm pursuant to a written agreement with its clients. Ascentis Wealth does not supervise, manage, or control the day-to-day advisory activities of its affiliated firms.
No Client Relationship
Use of this website does not create an advisory relationship between you and Ascentis Wealth or any of its affiliated firms. If you are interested in investment advisory services, you must contact a specific RIA firm directly and enter into a separate engagement agreement.
Third-Party Links
This website may include links to third-party websites. These links are provided solely for convenience and do not imply any endorsement, approval, or responsibility for the content or services offered through such websites.
Limitation of Liability
Ascentis Wealth makes no warranties, express or implied, regarding the accuracy, completeness, or suitability of the information contained on this site. To the fullest extent permitted by law, Ascentis Wealth disclaims all liability for any damages arising out of or in connection with the use of this website or reliance on any information provided herein.
Regulatory Information
Each affiliated RIA firm maintains its own registration with the U.S. Securities and Exchange Commission (SEC) or applicable state securities authorities, as required. For information specific to an RIA firm, including its Form ADV, please refer to the Investment Adviser Public Disclosure (IAPD) website: https://adviserinfo.sec.gov.
Contact
For general inquiries regarding Ascentis Wealth, please contact:
Ascentis Wealth
5001 Spring Valley Rd #810W
Dallas, TX 75244-3946