Who We Are

Business Planning Team

Jared Holt

Jared Holt

CEO

612-306-2162
jared@ascent.email

Jared is the President of Ascent Financial. He is a graduate of Minnesota State University, Mankato, where he earned a Bachelor of Science degree in Finance, with a minor in Financial Planning. Jared’s primary focus at Ascent consists of acting as the Director of Consulting. Jared holds his life insurance license, long-term care certification, as well as his FINRA Series 7 and 66 Licenses. Jared enjoys working for his clients to help them transition their farm and business, something most clients have devoted their lifetimes to building. Jared and his wife Erika are proud parents of their daughter Lydia and son Harvey and reside in Buffalo, MN. Jared enjoys many hobbies that involve sports and the great outdoors.

Craig Borchardt

Craig Borchardt

Consulting Director

612-208-6340
craig@ascent.email

Craig is a graduate of Saint Mary’s University of Minnesota, where he earned a Bachelor of Science in Industrial Technology. Craig’s focus at Ascent involves transition planning for clients and their business. Before joining Ascent Financial, Craig operated a consulting practice focused on corporate finance, international trade, securities, alternative investments, and continuous improvement. Craig and his wife Brittni have two sons, Henry and Myer and a Poodle named Marcie. They enjoy camping, boating, and spending time together at the beach.

Britt Waibel

Britt Waibel

Business Planning Associate/Office Manager

507-382-2115
britt@ascent.email

Britt is the Business Planning Associate and Office Manager at Ascent Financial. She graduated from Bethany Lutheran College with a Bachelor of Finance degree. Britt’s primary focus at Ascent involves support to the consultants in their work in transition planning for clients and their business. She enjoys helping the clients meet their personal and business goals and objectives. Britt resides in Mankato with her husband Don, daughter Zandra, and huskies Binion and Tangier. She enjoys playing volleyball, spending time with her family and friends and bike riding.

Marv Siekman

Marv Siekman

Business Planning Consultant CFP® - Seeking Solutions, LLC

320-894-5015
marv@seekingsolutions.net

Marv draws on 40 years of experience in working with over 2,000 farm families on various financial planning topics to guide clients as they make key decisions that will impact their family for decades into the future. He was raised on a small dairy and crop farm in Illinois. He has an M.S from the University of Illinois and is a Certified Financial Planner. Marv strives to blends sound economics, a “manage by the numbers” style, and a lot of caring to help his clients achieve their objectives.

Lion Templin

Lion Templin

Business Planning Consultant

612-424-1191
lion@ascent.email

Lion has been a consultant for over 20 years in multiple industries, including finance and securities, manufacturing, and brokering international trade agreements, Lion brings an enormous breadth of experience from around the world to the Ascent team.  Lion specializes in building working solutions to complex problems with many moving parts.  He’s a graduate of the University of Minnesota and is an instructor at a well-known Minnesota college for night and evening classes. Lion and his wife live in the western suburbs of Minneapolis, with their two dogs.

Al Bennett

Al Bennett

Business Planning Consultant CFP®

507-381-1632
al@ascent.email

Al recently retired from Compeer Financial after 12 years. Al provides Succession Planning, Business Planning, Retirement & Estate Planning, Financial Management, Human Resources Development, Alliance Development, Litigation Support, and Conflict Resolution services to the private agri-business sector. Al farmed for twenty-three years on the family farm and was President of Bennett Farms, Inc., a corn and soybean operation in southern Minnesota, until January 2001.  In 1995, Al was elected to represent District 4 in Blue Earth County on the Board of Commissioners.  He served for ten years in that capacity before resigning in July 2004 to pursue another business opportunity.

Before joining the Compeer team in November of 2006, Al worked as a mediator with the University of Minnesota Extension Farmer-Lender Mediation Program.  His work was focused on farm families that were in financial distress and/or had defaulted on a secured debt. Currently, under MN Rule 114, Al mediates dissolutions, workplace disputes, family conflicts, drainage issues, and property disputes.

Rachel Bork

Rachel Bork

Business Planning Consultant

320-420-6274
rachel@ascent.email

Born and raised in Central Minnesota, Rachel spent 12 years at General Mills where she held multiple roles including operations, transportation, and sourcing.  She is a graduate of St. Cloud State University where she completed her undergraduate and graduate degrees in business.  Rachel is living her own transition plan as a 5th generation farmer.  She knows the rewards and challenges involved and wants to help others ensure their legacy continues for generations to come.  She lives with her husband Josh near Foley, MN along with their son Isaac, chickens, and honey bees.  In their spare time they work on farm improvement projects and enjoy spending time hunting, fishing, and with family.

Jeanne Scharf

Jeanne Scharf

Business Planning Consultant

507-317-3412
jeanne@ascent.email

Jeanne offers her clients a wide array of experience garnered from over 30 years of agricultural and commercial lending services. She has assisted clients in various agriculture and related businesses across the United States. This, coupled with her own entrepreneurial experience, is allowing her to achieve her passion: “Making a solid, positive difference in the lives of her clients and their businesses.”

Jeanne holds a Bachelor of Science degree in Business Administration from the University of Wisconsin-River Falls, and she is certified in Credit Risk with the Risk Management Association. Jeanne and her husband, Mark, make their home in Madison Lake. Together they enjoy being with family and friends, traveling, and spending time outdoors.

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