Ascentis Asset Management, LLC

David Leighton is a financial advisor at Ascentis Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Arimathea, Golden State Asset Management, Golden State Equity Partners, LLC, Ameriprise Financial Services, Inc., and Unisys. Outside of Ascentis, he serves as Vice President of Diocesan Relations at Arimathea, providing advice to institutions and individuals using planned models. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, UMA programs, and third-party platforms. The firm focuses on constructing model portfolios and licensing investment methodologies rather than directly managing retail accounts.

Douglas Wood is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Ascentis Asset Management, LLC and has previously worked at ORG Partners Asset Management, Ascentis Wealth Management, and Greg Homesley CPA PC. His background also includes time at Texas Tech University. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other advisers and investment platforms, focusing on model portfolios that incorporate charting, fundamental, quantitative, and technical analysis. The firm emphasizes model licensing and sub-advisory arrangements rather than direct retail account management.

Kimberly Abmeyer is a CFP® and CFA® with 25 years of industry experience, currently serving at Ascentis Wealth Management, LLC in Dallas, TX. Her prior roles include positions at Sanders Morris Harris LLC, Fuller Wealth Management, and Raymond James & Associates. Outside of her advisory work, she is an independent wine consultant. Ascentis Wealth Management serves individual and high-net-worth clients, as well as institutional plan sponsors, trusts, estates, and business entities, providing financial planning, investment management, retirement plan consulting, and related services. The firm emphasizes tailored client relationships through documented investment policies and employs both in-house and third-party model strategies across a range of investment vehicles.

Catherine Bailey is a financial advisor at Ascentis Asset Management, LLC in Dallas, TX, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Castleview Partners, LLC and ORG Partners, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, Unified Management Account (UMA) programs, and third-party platforms. The firm focuses on constructing model portfolios using a combination of charting, fundamental, quantitative, and technical analysis, primarily advising on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Max Rockwell is a financial advisor with Ascentis Asset Management, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Org Partners Asset Management, Golden State Asset Management, WealthShield LLC, and The AYCO Company, L.P./Mercer Allied. He is involved in overseeing investments related to wealth management businesses through Golden State Asset Management and as a partner at CCDML Ventures Group LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other investment advisers, Unified Management Account programs, and third-party platforms. The firm focuses on model portfolio construction using various analytical methods and licenses its investment models and algorithms rather than directly managing retail client accounts.

John Pak is a financial advisor at Ascentis Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Edge Wealth Management, LLC and Golden State Equity Partners. Pak is also a principal of Vector3Wealth, a related investment business. Ascentis Asset Management develops and licenses model portfolios and investment algorithms primarily for other advisers and third-party platforms. The firm employs a variety of analytical methods and focuses on mutual funds, equities, fixed income, ETFs, and non-U.S. securities, operating through sub-advisory and licensing arrangements rather than direct retail client management.