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Fort Wayne(888)422-3499
Indianapolis(800)234-0921
Cranbury(609)918-2500
Tampa(813)932-1211

Ascensus Consulting's Sales Team

National Sales Desk
Eric Kurtz
Eric V. Kurtz
(609) 918-2505
Eric V. Kurtz
Eric Kurtz is Director of Ascensus Consulting’s sales team.  Mr. Kurtz’s experience is concentrated on wholesaling mutual funds, separately managed accounts, variable annuity sub accounts and defined contribution/defined benefit plans. He is responsible for driving retirement plan sales sold through financial professionals, TPAs, and institutional and DCIO partnerships.
 
Prior to joining Ascensus Consulting, Eric held positions at ExpertPlan, Legg Mason, Smith Barney and CitiStreet (formerly Copeland Companies.).

Mr. Kurtz received his Bachelor of Arts degree in Business Administration from Richard Stockton College of New Jersey and holds FINRA Series 6, 7, 66 and 26 licenses.
 
Kevin More
Kevin More
(609) 918-2503
Kevin More
Kevin More is a Regional Sales Consultant for Ascensus Consulting. Mr. More has extensive experience in financial services and products concentrated on defined contribution/defined benefit plan sales.  He is responsible for driving retirement plan sales sold through financial professionals, TPAs, institutional and DCIO partnerships.

Prior to joining Ascensus Consulting, Mr. More held positions at ExpertPlan, ING and CitiStreet (formerly Copeland Companies.)

Kevin received his Bachelor of Arts degree in Journalism/Mass Media Studies from Rutgers University and holds FINRA Series 6 and 63 licenses.
 
Mike Rosenthat
Mike Rosenthal
(609) 918-2580
Michael (Mike) Rosenthal
Mike Rosenthal is a Regional Sales Consultant for Ascensus Consulting. Mr. Rosenthal works with financial professionals to provide 401(k), defined benefit and cash balance retirement plan solutions to employers.
 
Prior to joining Ascensus Consulting, Mr. Rosenthal gained DCIO experience and provided plan design and sales consultation for defined contribution, defined benefit, cash balance plans.
 
Mr. Rosenthal holds FINRA Series 6 and 63 licenses.
 

Business Development & Relationships
(260) 969-2661

Edward L. Davis, CRC
Ed Davis, Business Develpment and Relationships,focuses on helping new and emerging financial professional’s grow their business practice by providing qualified retirement plan solutions to mid-sized companies, sole proprietors, and non-profit organizations.

Prior to joining Ascensus Consulting, Mr. Davis developed sales channels and grew qualified plan markets as a Regional Vice President/Sales Director at two national 401(k) firms on both the east and west coasts. His experience includes managing a 401(k) administration team.

Mr. Davis earned the Certified Retirement Counselor (CRC) credentials from the International Foundation for Retirement Education (InFRE). He is a graduate of Bowling Green State University (Ohio) with Business Administration degree in Finance.