Helping you take control of your financial future
Helping you take control of your financial future
Trusted Experts. Real Support.
Personalized Guidance.
Get to know the dedicated professionals working behind the scenes to educate, protect,
and strengthen your financial journey. Our team brings experience, compassion,
and a commitment to helping families build long-term stability
and confidence—one strategic decision at a time.
Trusted Experts. Real Support.
Personalized Guidance.
Get to know the dedicated professionals working behind the scenes to educate, protect, and strengthen your financial journey.
Our team brings experience, compassion,
and a commitment to helping families build long term stability and confidence—one strategic decision at a time.
Dillon Taylor
Founder and CEO
With years of experience helping families navigate debt, build wealth, and protect their long-term financial security, Dillon is committed to making financial literacy accessible and practical for everyone he serves.
He built Ascent with one mission in mind: to empower individuals and families with the clarity, education, and personalized guidance they need to make confident financial decisions.
Dillon’s approach is rooted in transparency, relationship-building, and long-term planning—ensuring every client receives a strategy tailored to their goals, life stage, and future vision.
Dillon Taylor
Founder and Lead Financial Strategist
With years of experience helping families navigate debt, build wealth, and protect their long-term financial security, Dillon is committed to making financial literacy accessible and practical for everyone he serves.
He built Ascent with one mission in mind: to empower individuals and families with the clarity, education, and personalized guidance they need to make confident financial decisions.
Dillon’s approach is rooted in transparency, relationship-building, and long-term planning—ensuring every client receives a strategy tailored to their goals, life stage, and future vision.
Kaitlyn Ziegler
Chief Operating Officer
She is an Army veteran, best-selling author, life coach, and devoted mom. She brings a powerful blend of resilience, leadership, and heart to the company, driven by her passion for helping families and professionals transform their lives.
Her military background shaped her discipline and people-first leadership style, allowing her to build strong systems, elevate performance, and cultivate a culture of growth. Kaitlyn’s ability to create structure while inspiring others has been instrumental in the company’s development and continued success.
As an author and life coach, Kaitlyn is devoted to empowering individuals to break past limitations and build confidence for the future they envision. Motivated by her son, she leads with integrity, compassion, and purpose—using her voice and experience to champion financial education and help families gain the tools they need to succeed.
Kaitlyn Ziegler
Chief Operating Officer
She is an Army veteran, best-selling author, life coach, and devoted mom. She brings a powerful blend of resilience, leadership, and heart to the company, driven by her passion for helping families and professionals transform their lives.
Her military background shaped her discipline and people-first leadership style, allowing her to build strong systems, elevate performance, and cultivate a culture of growth. Kaitlyn’s ability to create structure while inspiring others has been instrumental in the company’s development and continued success.
As an author and life coach, Kaitlyn is devoted to empowering individuals to break past limitations and build confidence for the future they envision. Motivated by her son, she leads with integrity, compassion, and purpose—using her voice and experience to champion financial education and help families gain the tools they need to succeed.
Kyle Hornock
Financial Professional
He is a dedicated finance professional focused on helping individuals and families build confident, secure retirement plans. He believes financial planning should be simple, accessible, and tailored to each person’s long-term goals. With a calm and steady approach, he guides clients through every stage of the retirement process, offering clarity and peace of mind.
A devoted father, Kyle pours his heart into raising his daughter and draws strength and purpose from the family he cherishes. They motivate the integrity and compassion he brings to his work every day. Outside of his professional life, he enjoys spending time on the golf course to relax, recharge, and challenge himself.
His commitment to family and his passion for helping others create secure futures are at the center of who he is—both as a professional and as a person.
Kyle Hornock
Financial Professional
He is a dedicated finance professional focused on helping individuals and families build confident, secure retirement plans. He believes financial planning should be simple, accessible, and tailored to each person’s long-term goals. With a calm and steady approach, he guides clients through every stage of the retirement process, offering clarity and peace of mind.
A devoted father, Kyle pours his heart into raising his daughter and draws strength and purpose from the family he cherishes. They motivate the integrity and compassion he brings to his work every day. Outside of his professional life, he enjoys spending time on the golf course to relax, recharge, and challenge himself.
His commitment to family and his passion for helping others create secure futures are at the center of who he is—both as a professional and as a person.
Brenda Leon
Financial Professional
She is a dedicated financial professional committed to helping individuals and families gain clarity and confidence in their financial journey. She brings a steady, client-focused approach to every conversation, ensuring people feel supported as they take meaningful steps toward their goals.
She believes financial planning should be simple, approachable, and grounded in education. By understanding each client’s unique situation, Brenda creates personalized strategies that strengthen financial foundations and promote long-term stability.
Driven by a genuine desire to make a positive impact, Brenda is passionate about guiding others toward a secure future. Whether she’s helping someone get organized, build a plan, or prepare for major milestones, she leads with integrity, patience, and care.
Brenda Leon
Financial Professional
She is a dedicated financial professional committed to helping individuals and families gain clarity and confidence in their financial journey. She brings a steady, client-focused approach to every conversation, ensuring people feel supported as they take meaningful steps toward their goals.
She believes financial planning should be simple, approachable, and grounded in education. By understanding each client’s unique situation, Brenda creates personalized strategies that strengthen financial foundations and promote long-term stability.
Driven by a genuine desire to make a positive impact, Brenda is passionate about guiding others toward a secure future. Whether she’s helping someone get organized, build a plan, or prepare for major milestones, she leads with integrity, patience, and care.
Amanda Villaneda
Financial Specialist
She is committed to helping families build lasting financial well-being through compassion and education. She believes everyone deserves financial confidence and blends practical strategies with genuine care for the people behind every decision.
She takes time to understand each family’s unique story—their goals, challenges, and long-term hopes—creating customized plans that bring clarity, stability, and peace of mind. Her approach goes beyond numbers and budgets, focusing instead on trust, empowerment, and real-life impact.
Amanda’s mission is to make financial success accessible to every family she serves. Whether guiding someone through their first savings plan, navigating major life transitions, or building generational wealth, she leads with empathy, integrity, and a commitment to helping families turn their goals into lasting legacies.
Amanda Villaneda
Financial Specialist
She is committed to helping families build lasting financial well-being through compassion and education. She believes everyone deserves financial confidence and blends practical strategies with genuine care for the people behind every decision.
She takes time to understand each family’s unique story—their goals, challenges, and long-term hopes—creating customized plans that bring clarity, stability, and peace of mind. Her approach goes beyond numbers and budgets, focusing instead on trust, empowerment, and real-life impact.
Amanda’s mission is to make financial success accessible to every family she serves. Whether guiding someone through their first savings plan, navigating major life transitions, or building generational wealth, she leads with empathy, integrity, and a commitment to helping families turn their goals into lasting legacies.
Maria Warren
Independent Financial Professional
She is a devoted wife and mother who draws inspiration from her family of lively teenagers, wonderful stepchildren, and three beloved dogs. Her home life has shaped her deep appreciation for stability, compassion, and the importance of caring for others.
Before entering the financial industry, Maria worked as a substitute teacher, where she saw firsthand the power of education. That experience fuels her passion for not only helping clients reach their financial goals but also ensuring they understand the meaning behind each decision they make.
Maria believes thoughtful planning and financial education are essential to building a secure future. She is dedicated to empowering clients through personalized strategies that reflect their values, needs, and long-term goals—because for her, financial planning is ultimately about people, families, and creating lasting peace of mind.
Maria Warren
Independent Financial Professional
She is a devoted wife and mother who draws inspiration from her family of lively teenagers, wonderful stepchildren, and three beloved dogs. Her home life has shaped her deep appreciation for stability, compassion, and the importance of caring for others.
Before entering the financial industry, Maria worked as a substitute teacher, where she saw firsthand the power of education. That experience fuels her passion for not only helping clients reach their financial goals but also ensuring they understand the meaning behind each decision they make.
Maria believes thoughtful planning and financial education are essential to building a secure future. She is dedicated to empowering clients through personalized strategies that reflect their values, needs, and long-term goals—because for her, financial planning is ultimately about people, families, and creating lasting peace of mind.
Audra Wiese
Financial Professional
Audra is a proud wife and mom of two, grateful for the small farming-town life her family enjoys. Her journey began in the medical field as a phlebotomist, but her passion for helping people soon expanded beyond healthcare.
Today, Audra empowers individuals and families to work toward financial freedom by building a career that aligns with their goals or creating strategies to eliminate debt and prepare for retirement. Her own pursuit of financial independence and work–life balance fuels her desire to help others achieve the same stability.
Audra and her team collaborates with leading financial companies to guide clients toward their goals and protect their families’ futures. She is committed to making a meaningful impact by helping others create lasting financial security.
Audra Wiese
Financial Professional
She is a proud wife and mom of two, grateful for the small farming-town life her family enjoys. Her journey began in the medical field as a phlebotomist, but her passion for helping people soon expanded beyond healthcare.
Today, Audra empowers individuals and families to work toward financial freedom—whether by building a career that aligns with their goals or creating strategies to eliminate debt and prepare for retirement. Her own pursuit of financial independence and work–life balance fuels her desire to help others achieve the same stability.
Audra and her team collaborate with leading financial companies to guide clients toward their goals and protect their families’ futures. She is committed to making a meaningful impact by helping others create lasting financial security.
Cody Okerson
Financial Professional
Cody is a proud member of Ascent Financial Solutions, where he helps individuals and families take control of their financial futures without taking money out of their pockets. His path began in the construction industry and later in real estate, where he developed a strong work ethic and a passion for guiding people through major life decisions. That journey ultimately led him to the financial industry, where he has spent the last two years helping others build stability and long-term independence.
Service is at the core of Cody’s work. He is driven by a desire to empower clients with practical financial education and strategies that can significantly change their lives. His entrepreneurial spirit, paired with personal experiences that shaped his outlook, inspires his commitment to helping families protect what matters most.
Outside of work, Cody enjoys boxing and MMA, playing paintball, gaming, and spending time outdoors camping, fishing, and exploring nature. His love for adventure and personal growth reflects the same energy he brings to supporting clients on their financial journeys.
Cody Okerson
Financial Professional
Cody is a proud member of Ascent Financial Solutions, where he helps individuals and families take control of their financial futures without taking money out of their pockets. His path began in the construction industry and later in real estate, where he developed a strong work ethic and a passion for guiding people through major life decisions. That journey ultimately led him to the financial industry, where he has spent the last two years helping others build stability and long-term independence.
Service is at the core of Cody’s work. He is driven by a desire to empower clients with practical financial education and strategies that can significantly change their lives. His entrepreneurial spirit, paired with personal experiences that shaped his outlook, inspires his commitment to helping families protect what matters most.
Outside of work, Cody enjoys boxing and MMA, playing paintball, gaming, and spending time outdoors camping, fishing, and exploring nature. His love for adventure and personal growth reflects the same energy he brings to supporting clients on their financial journeys.
Richard Monheim
Independent Financial Professional
He brings a diverse and hardworking background—from construction and remodeling to certified horse training—into his role as an Independent Financial Professional. He applies that same dedication to helping individuals and families move from where they are to where they want to be financially. Supported by his wife and inspired by his two children, his commitment to serving others runs deep.
Today, Richard empowers clients to take control of their financial future with clarity and confidence. His mission is to help people build real wealth, protect what matters most, and create meaningful retirement options. He is passionate about making a daily impact, whether guiding families or mentoring new professionals entering the field.
Richard is proud to be part of a firm that reflects the diversity of the clients it serves and provides meaningful opportunities for those seeking purpose and growth. He values helping others improve their lives while contributing to a company dedicated to expanding its reach and impact.
Richard Monheim
Independent Financial Professional
He brings a diverse and hardworking background—from construction and remodeling to certified horse training—into his role as an Independent Financial Professional. He applies that same dedication to helping individuals and families move from where they are to where they want to be financially. Supported by his wife and inspired by his two children, his commitment to serving others runs deep.
Today, Richard empowers clients to take control of their financial future with clarity and confidence. His mission is to help people build real wealth, protect what matters most, and create meaningful retirement options. He is passionate about making a daily impact, whether guiding families or mentoring new professionals entering the field.
Richard is proud to be part of a firm that reflects the diversity of the clients it serves and provides meaningful opportunities for those seeking purpose and growth. He values helping others improve their lives while contributing to a company dedicated to expanding its reach and impact.
Madalyn Vela
Financial Professional
She supports client communication, financial planning processes, and business development efforts. She is currently pursuing a Bachelor of Business Administration in Accounting with a minor in Finance at Stephen F. Austin State University, bringing both analytical insight and practical understanding to her work.
Madalyn also serves as Treasurer for the Accounting Club and the Piney Woods Auto Club at SFA, strengthening her leadership and financial management skills. She plans to obtain her Certified Public Accountant (CPA) license and is committed to delivering reliable, client-focused financial guidance with professionalism and integrity.
Madalyn Vel
Financial Professional
She supports client communication, financial planning processes, and business development efforts. She is currently pursuing a Bachelor of Business Administration in Accounting with a minor in Finance at Stephen F. Austin State University, bringing both analytical insight and practical understanding to her work.
Madalyn also serves as Treasurer for the Accounting Club and the Piney Woods Auto Club at SFA, strengthening her leadership and financial management skills. She plans to obtain her Certified Public Accountant (CPA) license and is committed to delivering reliable, client-focused financial guidance with professionalism and integrity.
Lydia McClary
Financial Professional
She is a dedicated financial professional who empowers individuals and families to gain clarity, confidence, and control over their financial futures. Raised in the rural Midwest, she brings a genuine passion for serving the agricultural community with guidance that’s practical, relatable, and easy to understand.
Lydia is committed to simplifying finances and delivering strategies that protect what matters most. She believes in real conversations, long-term relationships, and helping people move forward with confidence at every stage of life.
Lydia McClary
Financial Professional
She is a dedicated financial professional who empowers individuals and families to gain clarity, confidence, and control over their financial futures. Raised in the rural Midwest, she brings a genuine passion for serving the agricultural community with guidance that’s practical, relatable, and easy to understand.
Lydia is committed to simplifying finances and delivering strategies that protect what matters most. She believes in real conversations, long-term relationships, and helping people move forward with confidence at every stage of life.
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Fill out the form below so our team can understand your needs and provide
the right guidance.
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© Copyright 2026. Ascent Financial Solutions | Dillon Taylor.
All Rights Reserved.
Tell Us How We Can Help
Fill out the form below so our team can understand your needs
and provide the right guidance.
LEGAL
© Copyright 2026. Ascent Financial Solutions | Dillon Taylor.
All Rights Reserved.