Ascent family office support
Dallas, Texas office
About our regional office
Each of our clients define success in different ways and have unique goals that drive them. Our Pacific Northwest/Rocky Mountain 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.
Jason Burkey-Skye
Regional Managing Director
Ray Berry
Director, Private Banking
Kim Chang
Director, Private Banking
Charles Denson
Managing Director, Private Banking
Rob Erickson
Managing Director, Wealth Strategy
Blaine Esbin
Managing Director, Client Experience
James Magarelli
Managing Director, Investment Consulting
Jack McCready
Associate Director, Investment Consulting
Robin Murray
Director, Private Banking
Eric Rizza
Managing Director, Investment Consulting
Valerie Terrill
Director, Wealth Strategy
Jonathan Tomono
Director, CFO 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.
Insights from our experts
Market news
Stay informed with our up-to-date reports on economic events and news from the markets.
Benefits of setting up a private family foundation
A private foundation can help unify your family behind service-oriented causes, while developing responsibility and leadership skills that will serve the family for generations.
Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
Disclosures
Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products are offered by U.S. Bank National Association and subject to normal credit approval.