The Leadership Team Driving Advisor-Focused Innovation

The minds behind Ascentis’s platform—structured, strategic, and built for advisors.

People

Executive Team

The executive team shapes the infrastructure behind our asset management platform, from advisor support systems to the disciplined frameworks that guide every strategy. With experience across RIA operations, research, and compliance, this group focuses on stability and scale.

Clint Sorenson, CMT, CFA

Chief Executive Officer, Chief Investment Officer

Kim Abmeyer, CFA, CFP®, EA

Portfolio Manager

Max Rockwell

Director of Investments

Matthew Catone

Director of Business Strategy

Riley Willis

Portfolio Operations Analyst

Jennifer Nahas

Director of Marketing

Clint Nylander

Director of Operations and Finance

Committee

Investment Committee

Our investment committee provides structured oversight of portfolios, manager selection, and research interpretation. Their guidance anchors our platform with consistent, evidence-based decision-making.

Decision Framework

Evaluates macro and market inputs on a fixed cadence
Integrates scenario analysis and stress testing into portfolio oversight
Applies a consistent process across all advisor portfolios and strategies
Maintains strict alignment with investment policy principles

Culture

Culture of Investment Leadership

We foster a culture of professional rigor, collaboration, and intellectual discipline. Advisors who partner with us gain access to an ecosystem shaped by continuous research, robust infrastructure, and shared fiduciary values.

This website is owned and operated by Ascentis Wealth Holdings, LLC, (Ascentis Wealth), a holding company that owns or controls multiple Registered Investment Adviser (“RIA”) firms. Ascentis Wealth, is not itself a registered investment adviser and does not provide investment advisory services. Each RIA affiliated with Ascentis Wealth operates as a separate legal entity and is solely responsible for its own advisory services, disclosures, and regulatory compliance. Advisory services offered through Ascentis Asset Management, a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.
No Investment Advice
The content provided on this website is for general informational purposes only and should not be construed as personalized investment advice, a recommendation, or an offer to buy or sell any securities. Any references to investment strategies, performance, or individual adviser firms are illustrative and not intended to represent specific advice or outcomes. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Independent Operations
Although the RIA firms affiliated with Ascentis may share common ownership or control, each firm maintains operational and regulatory independence. Advisory services are provided exclusively by each RIA firm pursuant to a written agreement with its clients. Ascentis does not supervise, manage, or control the day-to-day advisory activities of its affiliated firms.
No Client Relationship
Use of this website does not create an advisory relationship between you and Ascentis or any of its affiliated firms. If you are interested in investment advisory services, you must contact a specific RIA firm directly and enter into a separate engagement agreement.
Third-Party Links
This website may include links to third-party websites. These links are provided solely for convenience and do not imply any endorsement, approval, or responsibility for the content or services offered through such websites.
Limitation of Liability
Ascentis makes no warranties, express or implied, regarding the accuracy, completeness, or suitability of the information contained on this site. To the fullest extent permitted by law, Ascentis disclaims all liability for any damages arising out of or in connection with the use of this website or reliance on any information provided herein.
Regulatory Information
Each affiliated RIA firm maintains its own registration with the U.S. Securities and Exchange Commission (SEC) or applicable state securities authorities, as required. For information specific to an RIA firm, including its Form ADV, please refer to the Investment Adviser Public Disclosure (IAPD) website: https://adviserinfo.sec.gov.
Contact
For general inquiries regarding Ascentis, please contact:
Ascentis
5001 Spring Valley Rd #810W
Dallas, TX 75244-3946