What We Offer
Meet Some of Our Team
We’re a long-term player and pioneer in the insurance brokerage industry–we’ve been working with our clients’ retirement plan dreams, goals, problems, issues, challenges, fears and concerns for more then 40 years–so we’ve got the processes, foresight, and experience, to help you create a plan for your employees that aligns with your corporate goals and realities, both now, and as your company changes.
President, Retirement DivisionMike brings extensive knowledge and executive leadership experience to Ascension. For more then 40 years, he’s specialized in providing tax savings by leveraging assets of individuals and organizations with an emphasis on tax-qualified retirement, and non-qualified executive compensation arrangements. His CA License# is 0421395. Mike is a former member of AALU's board of directors, a life and qualifying member of MDRT, a past chair of its Top of the Table forum, and an MDRT Foundation past president. Mike serves as the immediate Past Chair for the LIFE Foundation's board of directors. In California, he’s served as President of the Leading Life Producers of Northern California, East Bay Chapter of the Society of Financial Services Professionals, and the Estate Planning Council of the East Bay. Mike also serves as President of the Northern California Institute for Bone Health's board of directors and is listed in "Who's Who in California."
0ffice: (925) 407-0412
Vice President, Retirement Administration DivisionJeane brings more than 30 years of experience to Ascension and handles all aspects of plan administration in a mix of defined benefit, defined contribution, including 401(k) and cafeteria plans. This includes non-discrimination testing, plan consultation and design, plan document preparation, and annual plan administration, including government forms preparation. Jeane graduated cum laude from San Diego State University. She holds the Accredited Pension Administrator (APA) designation with the National Institute of Pension Administrators (NIPA), and is a member of NIPA and the American Society of Pension Professionals and Actuaries (ASPPA). A former president and current member of the board of directors for the San Francisco Chapter of NIPA, Jeane helps coordinate comprehensive quarterly education seminars to enhance the professionalism of individuals in the pension industry.
0ffice: (925) 407-0414
Assistant Vice President, Retirement DivisionJennie has worked in the retirement industry with employers and participants since 2003. During the course of her career, she has specialized in recordkeeping, compliance, and investments. Prior to joining Ascension, she worked as a Lead Wholesaler at Fidelity Investments creating, evaluating, and monitoring retirement-plan investments. Prior to Fidelity, Jennie worked with various service providers—including ADP, Lincoln Financial, and Ryan Beck & Co.—providing recordkeeping and compliance services for employers and industry professionals. Jennie earned her Retirement Plan Fundamentals certification from the American Society of Pension Professionals & Actuaries, and holds the following licenses: Series 7 Brokerage Securities, Series 66 Registered Investment Advisor, and Certified 401(k) Professional.
0ffice: (925) 322-6445
Featured Blog Post
The Nuts & Bolts of Exit Planning, Part 1: Thoughts from Two of the Best
Mike Weintraub, President of Ascension’s retirement consulting division, was interviewed for this two part article, that appeared today in Insurance Forums. Insurance-Forums.net is the world’s largest insurance community, bringing together more than 62,000 registered members in an ongoing, vital dialogue about the insurance industry and how to succeed in it.read MORE
Resources & Documents
This Resource and Document Library contains tools, white papers, worksheets and more. See the full list of resources and documents.