Veronica joined Ascend Wealth Partners (formerly Retirement Planning Group) in the fall of 2021 as a Receptionist and Administrative Assistant. Driven by ambition, strong attention to detail, and extensive client service experience, she quickly advanced within the firm. Since 2022, Veronica has served as a Client Service Liaison, where she specializes in Required Minimum Distribution (RMD) and Qualified Charitable Distribution (QCD) projects, client withdrawal requests, and a variety of other client service initiatives.
Veronica earned her Administrative Assistant diploma from Penn Foster College and has become an invaluable asset to both the team and the clients she supports. Her dedication, organizational skills, and client-first mindset contribute significantly to the firm’s commitment to exceptional service.
Born and raised in Oregon, Veronica enjoys spending her free time with her husband, daughter, and their dogs and horses. Outside of work, she loves horseback riding, camping, and making memories with family and friends.
Fun Facts:
- What is your ideal vacation spot?
Anywhere that isn't touristy!
- Favorite sports team or hobby?
The Oregon State Beavers Baseball team.
- What was your first job?
My first job was at Papa Murphy's.
- What do you most enjoy about working at Ascend Wealth Partners?
I enjoy the team culture at AWP!