Mike McSweeney
Login to view DISC.Mike McSweeney is a nationally recognized Financial Advisor and the Owner of Ascend Wealth Partners. A graduate of Castleton University, he specializes in holistic financial planning, customized wealth management, and retirement strategies for families and business owners. He is known for his ability to communicate complicated planning techniques.
Outside of work, Mike leads an active lifestyle with his wife and three children. He enjoys golf, skiing, and mountain biking, often spending time outdoors and frequenting Vermont. He is also actively involved in his community, serving on the boards of local charities in Warwick, NY.
He has successfully transitioned from a career managing a golf course to founding his own respected wealth management firm.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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