Our Team

How We Work
At Ascend Planning Partners, we believe financial planning is about more than just numbers—it’s about understanding your life, your goals, and your vision for the future. Our team brings together a diverse blend of backgrounds and expertise, united by a shared commitment to providing strategic, personalized financial guidance that empowers our clients to make informed decisions with confidence.

Koren Vining, CFP®, CRC®, CSSCS®, leads our firm with over two decades of experience in financial planning, retirement income strategies, and tax-efficient investing. Her career began in leadership at Cetera, where she spent 16 years as Vice President in Denver before transitioning into independent advising. Koren’s approach is deeply rooted in partnership and trust, creating space for open conversations that go beyond finances—helping clients design a well-lived life backed by financial security.

Ann L. Speer, AIF®, CPFA®, grew up surrounded by the financial industry, shaping her deep understanding of investment management, fiduciary planning, and financial strategy. Her philosophy is built on education and empowerment, ensuring clients feel informed, supported, and confident in their financial choices.

Steve Sherman brings nearly 40 years of experience in financial services, offering a meticulous and creative approach to wealth management. With a passion for simplifying complex financial decisions, he helps individuals and families develop strategies that align with their long-term goals. His background extensive financial experience and his passion for art and the outdoors, bring a unique perspective, blending analysis with creativity to craft solutions tailored to each client’s needs.

Our firm operates with a team-based approach, allowing our clients to benefit from collective expertise rather than a single advisor’s perspective. Whether we are helping clients prepare for retirement, navigate investment strategies, or plan for their family’s future, we collaborate to provide the best possible guidance, tailored to each individual’s circumstances.

Behind the scenes, Lisa Dameron, Administrative Assistant, ensures a seamless experience by managing scheduling, document processing, and client support, making financial planning as smooth and stress-free as possible.

At Ascend Planning Partners, we take the time to listen, to understand, and to guide. We prioritize clarity, confidence, and care, ensuring that your financial plan is as unique as you are—designed not just to grow wealth, but to create a meaningful and fulfilling life.