Ascend Investment Management, LLC

Timothy Turley is a financial advisor at Ascend Investment Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Transamerica Financial Advisors and World Financial Group. Outside of advising, he is an online marketing instructor at BYU-Idaho and is involved in insurance and mortgage loan origination through several business ventures. Ascend Investment Management, LLC serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations, offering personalized financial planning and investment management. The firm combines fundamental and technical analysis to manage portfolios focused on large-cap equities with tactical adjustments to bonds or money-market positions, and it provides educational seminars alongside its advisory services.

Tyler Olson is a financial advisor at Ascend Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lone Peak Advisers, Inc., Legacy Planning Group, Inc., and Transamerica Financial Advisors, Inc. Olson is also a co-director at Ascend Life Insurance, LLC, where he evaluates and recommends life insurance strategies as part of financial planning. Ascend Investment Management serves primarily individual clients as well as trusts, estates, retirement plans, small businesses, and charitable organizations. The firm combines fundamental and technical analysis to manage portfolios focused on large-cap equities and tactical fixed income adjustments, offering discretionary management alongside third-party model strategies and public educational seminars.