ONEASCENT FINANCIAL EXPANDS INTO OHIO, GROWS TEAM OF INDUSTRY PROFESSIONALS
BIRMINGHAM, Ala., Nov. 9, 2022 – OneAscent Financial Services has expanded to open a Toledo, Ohio office and hire new team members. The new employees in Toledo boast an average of 19 years of industry experience. Key hires include Matthew Moses, who will serve as vice president of operations consulting, and Jennifer Rogers, who will serve as director of advisor operations.
“We have admired OneAscent for years as we have watched their mission and vision materialize,” said Moses. “We have great respect for the leadership and the team, and we are thrilled to have the opportunity to serve their advisors.”
The Toledo office joins a Birmingham, Alabama-based operational team that supports a growing group of advisory firms nationwide. OneAscent Financial’s proprietary platform provides marketing, investments, operations, compliance and technology solutions for faith-driven financial advisors. The addition of the Toledo team enhances the OneAscent Financial service offerings to now include trade execution, model maintenance and account servicing. With the knowledge and experience these professionals bring to the team, OneAscent Financial will continue to expand its services to support its growing network of advisory firms.
“We have had a relationship with our new veteran team members in Ohio for over seven years prior to them joining our team,” said Co-Founder, COO and President of Financial Services Rob Grubb. “Throughout those years we have witnessed how they serve advisors with excellence and their level of expertise has been very apparent. We are excited to expand our operational team with these outstanding professionals.”
ABOUT ONEASCENT OneAscent is a family of companies committed to delivering Kingdom-class financial solutions to advisors and investors. OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them.
For more information about OneAscent Financial Services, please visit financial.oneascent.com.