Ascent Financial Group
Mike O'Shaughnessy, MBA, is a seasoned finance professional with extensive experience in wealth management, technology, and financial data engineering. Currently serving as a Wealth Advisor at Ascent Financial Group since March 2024, Mike previously held key roles, including Vice President of Technology, Data & Analytics at Journey Health & Lifestyle, and Senior Manager of Financial Data Engineering at Capital One. Prior positions include Manager of Corporate Finance and Treasury Systems at Stanley Black & Decker, Managing Consultant at IBM, and Investment Associate at Cambridge Associates. Mike holds an MBA from the University of Connecticut and a Bachelor's degree in Economics from James Madison University, with additional studies at the College for Financial Planning.
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Ascent Financial Group
We are a team of CFP® Professionals helping our clients reduce taxes, invest smarter, and retire on their terms, let us guide you through the retirement process and help you to understand your own personalized retirement strategy. We understand that navigating your future retirement can be overwhelming which is why we work diligently to solve your most complex financial problems with elegant, easy-to-implement solutions. Together, we will work through these discussions so that you feel confident knowing where you are, where you are headed, and how to navigate all the variables.