Our Mission

To empower individuals and families to preserve, protect, and grow their financial future by leveraging the world’s best insurance carriers and retirement strategies. Through expert guidance and proven products, including Indexed Universal Life (IULs) and annuities, we help our clients build lasting legacies, achieve tax-efficient retirement income, and navigate life with clarity and confidence.

Resourceful - We piece together solutions others don’t.
Adaptable - We thrive in ever-changing conditions
Resilient - We push through problems until we find what works
Curious - We never stop asking "what if?"
Pioneering - We explore new territories and lead the way.
Efficient – We move with purpose, conserving energy and maximizing impact.

At Lions Ascent, integrity isn’t just a value, it’s the foundation of everything we do. We believe that every client deserves honesty, transparency, and a strategy built around their best interest, not ours.

That means clear explanations, realistic expectations, and recommendations rooted in long-term value, not commissions. We measure our success not by policies sold, but by the trust we earn and the futures we help protect. When you work with Lions Ascent, you can be confident you’re working with a team that puts your goals first, every time.

Our Real Difference

After nine years in the industry and over $16 million in issued paid premium, we knew it was time to build something different, something bigger than just sales.

That’s why we launched Lions Ascent, an agency founded on the belief that families deserve more: more options, more transparency, and more intentional service. With access to a wide range of the world’s top carriers, we design personalized strategies that put our clients first.

And despite our extensive experience, we’ve made it a priority to continually grow, partnering with leading experts to stay on the cutting edge of Fixed Indexed Annuity and Indexed Universal Life planning. Because at Lions Ascent, we believe that serving others at the highest level means never settling, and always striving to be better.