Who We Are

Who we are
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Ascent Wealth Management LLC, is a full service independent investment management and financial planning firm that is focused on helping you reach your financial dreams. The mission at Ascent Wealth Management, LLC is to guide every one of our clients through the hazards of today’s financial markets. As an independent investment management firm, we have the freedom to select the best investment vehicles to help your savings work as hard for you as you have worked to earn them. The needs of every investor are different so contact our office to schedule an interview and begin your adventure towards the summit of your financial dream.

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Eric P. Wilby, Principal
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Eric is the principal at Ascent Wealth Management, LLC an investment advisory firm that is located in Allentown PA and focuses primarily on individual families transitioning from working for their retirement savings to having their retirement savings work for them. Eric is affiliated with LPL Financial. Ascent Wealth Management, LLC also has clients in the non-profit, qualified retirement plans, trust and institutional categories.

Eric has a goal of eventually climbing a significant mountain and believes the struggle of achieving a difficult task like the peak of a challenging mountain is similar to that of saving enough to retire comfortably. This idea was the genesis of Ascent Wealth Management and drives our team to helping every family and organization we work with toward reaching their own financial summits.

When Eric is not with clients, he is actively participating with his two children in youth sports and school activities or is on an outdoor adventure. Outside of work and family, he is active in several community organizations and is currently Secretary for the Little Lehigh chapter of Trout Unlimited and a member of the Breinigsville VFW, Topton Legion, St. Joseph’s the Worker Parish, Kutztown University Alumni Assoc., Lehigh River Stocking Association, past president of the Allentown chapter of SERTOMA, past board member of Kutztown University Student Services and past board member of Boy Scouts Minsi Trail.

Previous financial industry experience includes working in the business banking and private client groups with Merrill Lynch from 1999-2002, independent financial consultant with a family owned broker dealer from 2002-2013, and principal at Ascent Wealth LLC. from 2013 to present.

Military service from 1991-1995 as Psychological Operations Tactical Team Sgt. with airborne and Russian language training at Defense Language Institute Monterey, CA . Peace time missions in Germany and Russia as well as combat deployments to Somalia and Haiti.

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Kathy A Mohn
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Kathy, an LPL Registered Principal and Investment Advisor Representative with Ascent Wealth Management, LLC is located in Schuylkill Haven, PA. Ascent Wealth Management is a Full Service Independent Investment Management and Financial Planning Firm through LPL Financial, LLC.

Kathy holds the Series 7, 24, 65, and 66 Securities Registrations with LPL Financial as well as numerous State Securities, Life, Health and Property & Casualty Insurance Licenses. Kathy is passionate about helping individuals and families pursue their financial goals and lifetime dreams.

She has over 20 years experience in the industry s an independent Financial Advisor and held the position of Registered Principal, Office of Supervisory Jurisdiction Branch Manager responsible for the Supervisory Compliance requirements of 82 Registered Representatives, Invest Advisor Representatives and their Associated Persons.

Kathy lives with her husband in beautiful Lake Wynonah and is actively involved in her community. She enjoys all the Lake has to offer involving boating, fishing, skiing, tubing, paddle boarding, swimming, or just hanging out with her friends and family.

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Vincent Jones
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Vincent is a Financial Advisor at Ascent Wealth Management, LLC an investment advisory firm with offices in Allentown and Schuylkill Haven PA. Vincent is affiliated with LPL Financial.

Vincent’s goal is to bring peace of mind to each client he works with. Planning for retirement can be both confusing and stressful, but Vincent enjoys the challenge of helping clients piece together their financial picture.

When Vincent is not with clients, he is actively involved with his church; Hope Community Church. He is the chair of the Worship Commission and a member of the Worship Team. Vincent enjoys playing guitar and often preforms for weddings of friends and family. He is also an avid outdoorsmen enjoying hunting, fishing, hiking, camping, and traveling.

Vincent received a Bachelor’s Degree in Business Administration from Shippensburg University. Previous work experience includes managing role with Enterprise Rent-a-Car from 2011-2013, District Manager with ADP from 2013-2014, Independent Financial Advisor with Cornerstone Portfolios from 2014-2016, and Independent Financial Advisor with Ascent Wealth Management LLC. From 2016-Present.

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Shawn T Hines
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Shawn is a Financial Advisor at Ascent Wealth Management, LLC an investment advisory firm with offices in Allentown and Schuylkill Haven PA. Shawn is affiliated with LPL Financial.

Shawn graduated from Susquehanna University in 1992 with a B.S. in Finance. He previously worked for the MONY Group from 1993-2002, New England Securities from 2002-2012 and has been with LPL Financial since 2012. Shawn works with retirees in creating strategies for retirement, and high net worth individuals pursue their financial goals. Shawn lives in Center Valley with his wife, Robyn, and their son, Cameron.

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Business Process
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Ascent Wealth Management, LLC. is an independent financial management office.  We strive to bring the most comprehensive, independent and valuable financial advice to our clients.  Typically, a potential client will begin with an initial interview.  During this initial interview, which will typically take about an hour, your financial advisor will give a brief bio of themselves followed by an opportunity for you to ask any questions that you may have.  The final part of the process is where the advisor asks your permission to learn more about your financial goals and what steps you’re taking to work toward those goals.  This is really the heart and soul of the interview process.  During this final phase of the interview you will be asked specific questions that are focused on understanding what you expect in your financial future.  Through a careful analysis of your responses and a comprehensive understanding of our complicated financial system, we can typically find some aspect of your financial affairs that could be accomplished in a more efficient manner.  The final summary will often include a specific idea that we hope is valuable enough to earn a portion of your business.

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Community Involvement
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As Principal at Ascent Wealth Management,  I have a greater responsibility than just helping my clients pursue their goals.  My social responsibility has led me to be active in many community non-profit and charitable organizations including holding a position as past president for the Allentown chapter of Sertoma for two terms, board member for Kutztown University Student Services, Kutztown University Decision Makers Forum,  Boy Scouts, St. Joseph the Worker Parish, St. Joseph the Workers soccer coach, Parkland Area Soccer Club and currently acting secretary for the Little Lehigh Chapter of Trout Unlimited.

We believe your money should work as hard for you as you worked for your money.


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Quotes

Education costs money. But then so does ignorance.

Sir Claus Moser