Ascension Capital Advisors, Inc.

Paul Thompson is a financial advisor with Ascension Capital Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ascension since 1997 and previously worked at Purshe Kaplan Sterling Investments from 2010 to 2019. Outside of advisory work, he serves as a trustee for the Lorraine and Jeannette Clift George Charitable Foundation and is involved in a family partnership with interests in general securities and oil and gas. Ascension Capital Advisors serves individuals and high-net-worth clients, as well as retirement plans, charities, and small businesses, offering discretionary portfolio and investment management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets and employs a portfolio approach that emphasizes fixed income, mutual funds, ETFs, and interval funds, with the use of third-party money managers and occasional margin borrowing.

Jordan Mathews is a financial advisor at Ascension Capital Advisors, Inc. with 15 years of industry experience. He holds the Series 65 designation and has worked at Ascension since 2016, following four years at Sage Harbor Advisors. Mathews serves as vice president and investment committee member of the D. Truitt and Lorna Davis Foundation, a charitable organization focused on early childhood education. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets, emphasizing fixed income, mutual funds, ETFs, and interval funds, and offers consulting on private placements for accredited investors.

Emily Walls is a CFP® with seven years of industry experience, currently serving as a financial advisor at Ascension Capital Advisors, Inc. She previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of her advisory role, she has experience with HomePlate Peanut Butter, indicating involvement in entrepreneurial activity. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses, offering portfolio management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets and utilizes a portfolio approach that includes fixed income, mutual funds, ETFs, and interval funds, with the use of third-party money managers and less-liquid investment vehicles.

David Belding is a financial advisor at Ascension Capital Advisors, Inc. in Houston, TX, holding a Series 65 designation with 23 years of industry experience. He has worked at Ascension Capital Advisors since 2016 and has been involved with SAGE HARBOR ADVISORS, INC. (formerly Belding Financial Resources, Inc.) since 1997. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses, offering discretionary portfolio and investment management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets and utilizes a portfolio approach that emphasizes fixed income, mutual funds, ETFs, and interval funds, incorporating third-party money managers and private placement consulting for qualified investors.

Paul Thompson Jr. is a CFP® professional with 13 years of industry experience, currently serving at Ascension Capital Advisors, Inc. in Houston, TX. He has worked at Purshe Kaplan Sterling Investments since 2016 and has been with Ascension Capital Advisors since 2015. Outside of his advisory role, he serves on the boards of the Texas Center for the Missing and the D. Truitt and Lorna Davis Foundation, and he is president of Infinity Ice, LLC, a commercial ice vending business. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses, providing discretionary portfolio and investment management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets and emphasizes fixed income, mutual funds, ETFs, and interval funds, with selective use of individual stocks and third-party money managers.

Jon Moores III is a CFP® professional with 11 years of industry experience. He is currently with Ascension Capital Advisors, Inc. and has previously worked at Woodbury Financial Services, Ozanne Financial Services, Purshe Kaplan Sterling Investments, and Private Client Services. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses with discretionary portfolio and investment management, retirement plan consulting, and financial planning. The firm manages approximately $634 million in assets and utilizes a portfolio approach focused on fixed income, mutual funds, ETFs, and interval funds, while also providing access to third-party money managers and private placement consulting.

Jeffrey Farley is a CFP® with 40 years of industry experience, currently serving at Ascension Capital Advisors, Inc. in Houston, TX. He previously worked at Cambridge Investment Research Advisors, Inc. for 13 years and has held roles at Purshe Kaplan Sterling Investments. Ascension Capital Advisors serves individuals, high-net-worth clients, retirement plans, charities, and small businesses, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm’s investment approach emphasizes fixed income, mutual funds, ETFs, and interval funds, with selective use of individual stocks and third-party money managers.