Meet Our Team
Eddie
Zavala
Managing Partner
Scott
Perry
Managing Partner
Anthony Brister
Attorney
Zach Esch
CPA
Christopher Owen
Advisor Support
Abdullah Ghoto
Account Manager Specialist
Danielle Rosero
Executive Assistant
Paula Tran
Marketing Specialist
Diane Boyd
Client Services Representative
Carolyn Stinson
Client Concierge
Additional Support
Ascend Integrated Wealth partners with Mariner, giving us access to seasoned professionals in tax, trust, estate planning, investments, retirement planning, and insurance. Through our partnership, we can bring in a team of experienced professionals as needed, helping to ensure you receive comprehensive support tailored to your unique needs.
Financial Planning Team
Mark Harris, CFP®
Wealth Advisor & Vice President of Strategy, Mariner
Rachel Vega, CFP®
Senior Wealth Strategist, Mariner
Alfred Cantilina, CFP®
Wealth Strategist, Mariner
Tax Team
Ryan Drake, CPA
Director, Tax Planning & Preparation, Mariner
Estate Planning Team
Scott Luhnau, JD, CTFA®
Vice President, Multi-Generational Wealth Planning, Mariner
The Mariner associates listed are not employees of Ascend Integrated Wealth. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information, refer to https://independent.mariner.com/legal/.