Our Team

Eric is the principal at Ascent Wealth Management, LLC., a wealth services 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 that the struggle of achieving a difficult task like climbing 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 a board member for the Little Lehigh chapter of Trout Unlimited and a member of the Breinigsville VFW, Topton Legion, St. Joseph the Worker Parish, Kutztown University Alumni Assoc. and, Lehigh River Stocking Association. He formerly was president of the Allentown chapter of SERTOMA, board member of Kutztown University Student Services and, 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 Management, LLC., from 2013 to present.

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

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Kathy is an LPL Registered Principal and Investment Advisor Representative with Ascent Wealth Management, LLC., a wealth services firm with offices in Allentown and Schuylkill Haven, PA.

Kathy holds the Series 7 and 24 Securities Registrations with LPL Financial and the Series 65 and 66 Securities Registrations with Private Advisor Group, LLC and LPL Financial. She also holds 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 of experience in the industry as an Independent Financial Advisor and previously held the position of Registered Principal, Office of Supervisory Jurisdiction Branch Manager responsible for the Supervisory Compliance requirements of 82 Registered Representatives, Investment 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, and hanging out with her friends and family.

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Shawn is a financial advisor at Ascent Wealth Management, LLC., a wealth services 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 pursuing their financial goals. Shawn lives in Center Valley with his wife, Robyn, and their son, Cameron.

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Aaron is a financial advisor at Ascent Wealth Management, LLC., a wealth services firm with offices in Allentown and Orwigsburg, PA. His focus is on accumulating wealth for younger clients as well as designing income and distribution strategies for those approaching or at retirement age. Aaron relishes the problem-solving component of being a financial advisor and takes great satisfaction in helping his clients focus on the fun activities in life by helping them build a reliable foundation for their financial future.

Aaron enjoys his time with his clients, but he also enjoys his family time. He lives in Bethlehem with his wife, Natalie and three children. He is an avid golfer and ice hockey player. Most of his personal time involves one of those two activities. He has spent six seasons as a volunteer coach for Quakertown’s high school hockey team. His family also belongs to the Eastern Pennsylvania Down Syndrome Center. Aaron is also the 401(k) specialist for Ascent Wealth Management and enjoys working with that aspect of the business as well as with his personal clients. Aaron has been coaching clients since 2008, and brings a great combination of youth with experience to Ascent Wealth Management. 

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Suzanne is a Financial Advisor at Ascent Wealth Management, LLC an investment services firm located in Orwigsburg, PA. She is affiliated with LPL Financial.

Licensed since 2006, Suzanne holds the Series 6, 7, and 63 Securities Registrations with LPL Financial and the Series 65 Securities Registration with Private Advisor Group, LLC. She holds the Life, Accident and Health Insurance license in Pennsylvania. Suzanne has earned the Accredited Wealth Management Advisorsm professional designation from The College for Financial Planning. Suzanne provides investment strategies for pre and post retirees.

Suzanne is a lifelong resident of Frystown and is a 9th generation resident of Berks County. She enjoys working on genealogy projects, gardening and travel.

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Julianna Arangio Harrison joined Ascent Wealth Management, LLC in 2024 as the Office Manager, bringing over two decades of experience supporting executive teams, managing design projects, and developing branded apparel lines. Returning to the workforce after raising a family and working in design consulting, Julianna applies her broad skillset and experience to support business operations. Through her focused, collaborative approach, she manages administrative tasks and compliance procedures allowing advisors to focus on strategy and building strong client relationships.

A proud graduate of Allentown Central Catholic High School, Julianna earned a degree in Textile and Apparel Design from Cornell University—where she also met her husband. They have been married for 26 years and are devoted parents to four sons. Rooted in family values, Julianna is closely connected to her extended family and community.

Her experience encompasses roles in apparel design and product development with Russell Corporation – Mossy Oak Apparel, Medalist Performance Apparel and Christy Allen Inc., freelance interior design and decorating projects featured in TV makeover programs and in vacation rental stagings, and administrative work with the Lehigh County DA’s Office. She approaches each opportunity with creativity, diligence, and a warm, team-first mindset.

Andrew Snyder joined Ascent Wealth Management, LLC in 2026 after a career as a semiconductor engineer and a chemistry teacher. A graduate of Penn State, Andrew pursued his longstanding interest in business and finance through completion of his MBA from Jack Welch Management Institute and to his transition to a new career. He brings his problem solving, teaching, and communication skills to his clients to help them engineer a strategy they understand and support.

Andrew and his wife Stacy share a longstanding interest in medicinal use of herbs and have studied at David Winston’s Center for Herbal Studies. With the Northern NJ Chapter of the American Herbalists’ Guild, where he was a past president, he helps plan the annual Herb Day Celebration at Well-Sweep Herb Farm in Port Murray, NJ. Andrew and Stacy also share an interest in peony growth, hybridization, and genetics and are active in the American Peony Society (APS) and the Mid-Atlantic Peony Society (MAPS).

As a proponent of individual rights, self-reliance, and the US Constitution, Andrew has spoken at local events on topics ranging from the foundations of individual rights to the appropriate ways to communicate ideas and find common ground.

Andrew also supports LDS Charities (focusing on relief of suffering, promotion of self-reliance, and emergency response), the Mensa Foundation (to unleash intelligence for the benefit of humanity through research, education, and meaningful engagement), and United Plant Savers (to protect at-risk medicinal plants).

Jennifer Urena joins Ascent Wealth Management as Director of Operations, bringing more than two decades of experience in the financial services industry. She has a time-tested track record supporting wealth management teams and overseeing the account-related needs of a diverse client base, including high-net-worth individuals, family offices, middle-market, and institutional clients.

With deep industry knowledge and strong operational expertise, Jennifer serves as a key point of contact for clients and advisors. She specializes in client service, trading operations, and implementing investment strategies that deliver seamless, efficient, and high-quality client experiences.

Jennifer earned a Bachelor of Arts in Legal Studies from John Jay College of Criminal Justice and holds her FINRA Series 7 and Series 63 licenses through LPL Financial.

Outside of work, Jennifer enjoys spending time with her family and is actively involved in her community. She serves as an assistant coach for youth baseball and wrestling, volunteers at her children’s schools, and supports local community initiatives.