Ascend Financial Group Offices
Multiple Locations to Serve You
Reach out to any of our local offices to schedule an appointment to review your needs and goals. If you are not local to these offices, then we are happy to meet remotely or through online conferencing.
Charles Bobo
Dallas, TX
Charles is the managing partner of the Dallas office. He focuses on safe-money strategies that protect principal while still providing upside growth. With more than 25-years experience as an entrepreneur and financial services executive, he founded Ascend in 2019 to focus primarily on those approaching retirement and small businesses owners.
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Dick Markarian
Salt Lake City, UT
Dick is the managing partner of the Salt Lake City office. He’s been in the financial services arena for more than 30 years successfully recruiting and training hundreds of advisors to establish offices throughout the western United States serving needs of mortgage protection, legacy planning, retirement planning and businesses transference.
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John Larsen
Omaha, NE
John is the managing partner of the Omaha office. John has been providing financial services for more than 20 years, and has a unique specialty in working with Federal employees in FERS, CERS, TSP, benefits, and other such Federal programs. He has helped clients throughout Nebraska, Idaho, and surrounding states enjoy a stress-free retirement.