Meet Our Ascend Team

Meet Our Team

Client Centered

Our team is made up of dedicated professionals with diverse expertise, allowing us to tailor solutions to your specific needs:

Lee and Andy specialize in investment strategies, retirement planning, tax planning, and comprehensive wealth management.

Jamie serves as our operations specialist, focused on streamlining processes and enhancing the client experience.

Carmen and Alex lead our insurance solutions, helping clients manage risk effectively and optimize their coverage.

Ascend Wealth Planning Team

Make an Appointment with Andy

Andy Mau, CFP®, CRPC®

Founding Partner

708-390-0035

Andy@AscendWealthPlanning.com

Andy is passionate about helping young, entrepreneurially minded professionals create strategies to accumulate more wealth in order to live a fulfilled retirement. These tireless professionals turn to Andy, a CERTIFIED FINANCIAL...

Make an Appointment with Lee

Lee Kaz, CRPC®

Founding Partner

708-390-0033

Lee@AscendWealthPlanning.com

Lee J. Kaz began his career on the Chicago Board of Options Exchange (CBOE) working his way up from crowd clerk to phone clerk to manager to stock and options broker. He has a solid background and understanding of financial markets...

Jamie Jones

Operations Associate

708-390-0030

Jjones@AscendWealthPlanning.com

Jamie serves as an Operations Associate, she has been in the industry for over 15 years. She specializes in operations support by preparing paperwork, processes new business applications, and handles customer service items. She is also...

Ascend Insurance Planning Team

Make an Appointment with Carmen

Carmen Valentino

Insurance Broker

(312) 259-0333

Carmen@AscendPlanningNetwork.com

Carmen is a trusted, bi-lingual health insurance broker, licensed in 20 states and contracted with a variety of health insurance companies i.e., BCBSIL, United Healthcare, Mutual of Omaha, Humana, Aetna to name a few. Whether you’re a...

Make an Appointment with Alex

Alex Mau

Insurance Broker

708-390-0034

Alex@AscendPlanningNetwork.com

Alex is a licensed health insurance broker committed to guiding businesses toward group health insurance plans and employee health benefits plans that perfectly suit their unique needs. Whether serving startups or established firms,...

Ascend Tax Planning Team

Ashlynn Christensen, CPA

CPA, Tax Consultant

708-390-0030

tax@ascendplanningnetwork.com

As a Tax Consultant, Ashlynn focuses on the preparation and review of individual and business tax returns and preparing tax projections. She also assists clients in the resolution of tax inquiries and helps with tax research when...